PFSGX Mutual Fund

PFSGX Mutual Fund (PFG Global Equity Index Strategy Fund Class R) is managed by The Pacific Financial Group with $119.4M in net assets. PFSGX expense ratio is 2.07%, holding 8 positions across sectors including Financials. Inception date: 2024-05-01.

PFSGX performance shows a YTD return of 8.85%. The 1-year return is 19.55%. PFSGX dividend yield stands at 2.42%, paid annually.

PFSGX top holdings include Vanguard Total Stock Market ETF (30.1%), Vanguard Total Intl Stock Mutual Fund (19.6%), Vanguard Growth Etf (16.5%), Vanguard Ftse Developed Markets ETF (14.2%), Vanguard Value ETF (9.7%). Go to all PFSGX holdings, PFSGX sectors, or PFSGX dividends.

PFSGX can be compared against other funds. Use PFSGX overlap to find shared positions, or PFSGX vs another fund for a side-by-side view. PFSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.