PFSGX Mutual Fund
PFSGX Mutual Fund
PFG Global Equity Index Strategy Fund Class R
PFSGX Mutual Fund Overview
PFSGX Mutual Fund (PFG Global Equity Index Strategy Fund Class R) is managed by The Pacific Financial Group with $116.2M in net assets. PFSGX expense ratio is 2.07%, holding 8 positions across sectors including Financials, Unknown. Inception date: 2024-05-01.
PFSGX performance shows a YTD return of 9.87%. The 1-year return is 21.81%. PFSGX dividend yield stands at 2.39%, paid annually.
PFSGX top holdings include Vanguard Total Stock Mkt Etf (30.1%), Vanguard Intl Equity (19.6%), Vanguard Grw Etf (16.5%), Vanguard Ftse Developed Markets ETF (14.2%), Vanguard Value (9.7%). View all PFSGX holdings, sector breakdown, or dividend history.
PFSGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.