PFSEX Mutual Fund

PFSEX Mutual Fund (PFG JP Morgan Tactical Aggressive Strategy Fund Class I) is managed by The Pacific Financial Group with $363.3M in net assets. PFSEX expense ratio is 2.23%, holding 13 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2017-12-11.

PFSEX performance shows a YTD return of 10.31%. The 1-year return is 17.25% and the 5-year return is 9.82%. PFSEX dividend yield stands at 15.63%, 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.