PFG Meeder Tactical Strategy Fund (PFTEX) Research

To meet its investment objectives, the PFG Meeder Tactical Strategy Fund principally commits its capital (over 80% of its total assets, including any funds acquired through borrowing) to mutual funds and exchange-traded funds (ETFs) managed by Meeder. These underlying investment vehicles maintain a diverse asset allocation: they may invest up to 90% in domestic and international equity securities across all market capitalizations, while dedicating at least 10% to domestic and international fixed-income instruments. This fixed-income allocation includes bonds of any duration or credit quality, potentially incorporating higher-yield, higher-risk bonds (also known as junk bonds).

Market snapshot

Symbol
PFTEX
Price
$11.61
Day change
+0.87%
Market cap
$138.3M
52-week range
10.16-11.75
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Catalyst Dynamic Alpha Fund (CPEAX)
  • PFG BNY Mellon Diversifier Strategy Fund (PFADX)
  • PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX)
  • Royce International Premier Fund (RYIPX)
  • Touchstone International Equity Fund (SWFCX)
  • AMG TimesSquare International Small Cap Fund (TCMIX)
  • Tortoise Electrification Infrastructure ETF (TPZ)
  • abrdn National Municipal Income Fund (VFL)

Open PFG Meeder Tactical Strategy Fund (PFTEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.