PFFSX Mutual Fund
PFFSX Mutual Fund
PFG Fidelity Institutional AM Equity Sector Strategy Fund
PFFSX Mutual Fund Overview
PFFSX Mutual Fund (PFG Fidelity Institutional AM Equity Sector Strategy Fund) is managed by The Pacific Financial Group with $628.4M in net assets. PFFSX expense ratio is 2.28%, holding 11 positions across sectors including Unknown, Financials. Inception date: 2020-05-01.
PFFSX performance shows a YTD return of 12.67%. The 1-year return is 24.33% and the 5-year return is 15.44%. PFFSX dividend yield stands at 15.17%, paid annually.
PFFSX top holdings include Fidelity Msci Consumer Discretionary Index Etf (10.0%), Fidelity Msci Industrials Index Etf (2.7%), BlackRock Liquidity Funds FedFund Institutional Shares (0.2%). View all PFFSX holdings, sector breakdown, or dividend history.
PFFSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.