PFFBX Mutual Fund
PFFBX Mutual Fund
PFG Fidelity Institutional AM Core Plus Bond Strategy Fund Class R
PFFBX Mutual Fund Overview
PFFBX Mutual Fund (PFG Fidelity Institutional AM Core Plus Bond Strategy Fund Class R) is managed by The Pacific Financial Group with $69.8M in net assets. PFFBX expense ratio is 2.27%, holding 7 positions across sectors including Unknown, Financials. Inception date: 2021-10-29.
PFFBX performance shows a YTD return of 0.33%. The 1-year return is 2.85%. PFFBX dividend yield stands at 2.62%, paid annually.
PFFBX top holdings include Fmr-Ttl Bnd-Z (40.5%), Fidelity Corporate Bond ETF (20.9%), Fmr-Inv Gr Bd-Z (11.9%), Ishares Mbs ETF (11.9%), Invesco Taxable Municipal Bond ETF (7.0%). View all PFFBX holdings, sector breakdown, or dividend history.
PFFBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFFBX alternatives are available via the screener, along with tax-loss harvesting opportunities.