PFADX Mutual Fund

PFADX Mutual Fund (PFG BNY Mellon Diversifier Strategy Fund) is managed by The Pacific Financial Group with $115.6M in net assets. PFADX expense ratio is 2.56%, holding 6 positions across sectors including Financials. Inception date: 2017-12-11.

PFADX performance shows a YTD return of 2.15%. The 1-year return is 6.40% and the 5-year return is 1.18%. PFADX dividend yield stands at 2.41%, paid annually.

PFADX top holdings include Bnym Insight Core Plus-i (61.4%), Bimb Holdings Bhd (25.1%), Bnym-Nat Res-I (5.0%), Ishares Global Infrastructure ETF (5.0%), Bnym Glbl Rl Est Sec-i (3.0%). Go to all PFADX holdings, PFADX sectors, or PFADX dividends.

PFADX can be compared against other funds. Use PFADX overlap to find shared positions, or PFADX vs another fund for a side-by-side view. PFADX alternatives are available via the screener, along with tax-loss harvesting opportunities.