PFFBX Mutual Fund

PFFBX Mutual Fund (PFG Fidelity Institutional AM Core Plus Bond Strategy Fund Class R) is managed by The Pacific Financial Group with $70.4M in net assets. PFFBX expense ratio is 2.27%, holding 7 positions across sectors including Financials. Inception date: 2021-10-29.

PFFBX performance shows a YTD return of -1.23%. The 1-year return is 1.36%. PFFBX dividend yield stands at 2.66%, paid annually.

PFFBX top holdings include Fidelity Total Bond (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%). Go to all PFFBX holdings, PFFBX sectors, or PFFBX dividends.

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