PFJDX Mutual Fund
PFJDX Mutual Fund
PFJDX Mutual Fund
PFG JP Morgan Tactical Moderate Strategy Fund Class I
PFJDX Mutual Fund Overview
PFJDX Mutual Fund (PFG JP Morgan Tactical Moderate Strategy Fund Class I) is managed by The Pacific Financial Group with $133.6M in net assets. PFJDX expense ratio is 2.23%, holding 19 positions across sectors including Financials. Inception date: 2018-03-15.
PFJDX performance shows a YTD return of 6.44%. The 1-year return is 11.26% and the 5-year return is 4.97%. PFJDX dividend yield stands at 5.57%, paid annually.
PFJDX top holdings include Jpmorgan Betabui (16.3%), Jpmorgan Core Plus Bond Fund, Class R6 (12.1%), Jpmorgan Active Bond Etf (9.9%), Large Cap Growth Fund, Class R6 (8.9%), U.S. Equity Fund, Class R6 (8.6%). Go to all PFJDX holdings, PFJDX sectors, or PFJDX dividends.
PFJDX can be compared against other funds. Use PFJDX overlap to find shared positions, or PFJDX vs another fund for a side-by-side view. PFJDX alternatives are available via the screener, along with tax-loss harvesting opportunities.