PFIOX Mutual Fund
PFIOX Mutual Fund
PFG Invesco Equity Factor Rotation Strategy Fund Class R
PFIOX Mutual Fund Overview
PFIOX Mutual Fund (PFG Invesco Equity Factor Rotation Strategy Fund Class R) is managed by The Pacific Financial Group with $79.6M in net assets. PFIOX expense ratio is 2.27%, holding 11 positions across sectors including Unknown, Financials. Inception date: 2021-10-29.
PFIOX performance shows a YTD return of 11.59%. The 1-year return is 17.74%. PFIOX dividend yield stands at 0.05%, paid annually.
PFIOX top holdings include Invesco Russell 1000 Dynamic Multifactor Etf (20.7%), Invesco S&p 500 Quality ETF (17.2%), Invesco S&p 500 Low Volatility ETF (17.0%), Invesco S&p International Developed Low Volatility ETF (8.4%), Invesco S&P Emerging Markets Low Volatility ETF (8.4%). View all PFIOX holdings, sector breakdown, or dividend history.
PFIOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFIOX alternatives are available via the screener, along with tax-loss harvesting opportunities.