PFESX Mutual Fund (PFG BR Target Allocation Equity Strategy Fund Class R) is managed by The Pacific Financial Group with $505.9M in net assets. PFESX expense ratio is 2.10%, holding 14 positions across sectors including Financials. Inception date: 2020-05-01.

PFESX performance shows a YTD return of 11.72%. The 1-year return is 23.63% and the 5-year return is 9.16%. PFESX dividend yield stands at 2.05%, paid annually.

PFESX top holdings include Ishares Core S&p 500 ETF (25.7%), Ishares Edge Msci Usa Quality Factor ETF (12.9%), Ishares S&p 500 Growth ETF (12.1%), Blackrock Us Eqy Fctr Rotate (9.9%), Ishares S&p 500 Value ETF (8.6%). View all PFESX holdings, sector breakdown, or dividend history.

PFESX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFESX alternatives are available via the screener, along with tax-loss harvesting opportunities.