PFSEX Mutual Fund
PFSEX Mutual Fund
PFSEX Mutual Fund
PFG JP Morgan Tactical Aggressive Strategy Fund
PFSEX Mutual Fund Overview
PFSEX Mutual Fund (PFG JP Morgan Tactical Aggressive Strategy Fund) is managed by The Pacific Financial Group with $385.1M in net assets. PFSEX expense ratio is 2.27%, holding 13 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2017-12-11.
PFSEX performance shows a YTD return of 7.63%. The 1-year return is 17.02% and the 5-year return is 8.42%. PFSEX dividend yield stands at 16.02%, paid annually.
PFSEX top holdings include Jpmorgan Betabui (32.1%), JPMorgan International Research Enhanced Equity ETF (14.2%), U.S. Equity Fund, Class R6 (13.6%), Large Cap Value Fund, Class R6 (9.5%), Large Cap Growth Fund, Class R6 (8.3%). Go to all PFSEX holdings, PFSEX sectors, or PFSEX dividends.
PFSEX can be compared against other funds. Use PFSEX overlap to find shared positions, or PFSEX vs another fund for a side-by-side view. PFSEX alternatives are available via the screener, along with tax-loss harvesting opportunities.