PFESX Mutual Fund

PFESX Mutual Fund (PFG BR Target Allocation Equity Strategy Fund Class R) is managed by The Pacific Financial Group with $527.1M 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 10.47%. The 1-year return is 20.63% and the 5-year return is 8.77%. PFESX dividend yield stands at 2.07%, paid annually.

PFESX top holdings include Ishares Core S&p 500 ETF (25.7%), Ishares Msci Usa Quality Factor Etf Usd Class (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%). Go to all PFESX holdings, PFESX sectors, or PFESX dividends.

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