PFSMX Mutual Fund
PFSMX Mutual Fund
PFSMX Mutual Fund
PFG MFS Aggressive Capital Appreciation Strategy Fund Class I
PFSMX Mutual Fund Overview
PFSMX Mutual Fund (PFG MFS Aggressive Capital Appreciation Strategy Fund Class I) is managed by The Pacific Financial Group with $106.9M in net assets. PFSMX expense ratio is 2.48%, holding 17 positions across sectors including Financials. Inception date: 2017-12-11.
PFSMX performance shows a YTD return of 9.78%. The 1-year return is 12.51% and the 5-year return is 6.59%. PFSMX dividend yield stands at 8.62%, paid annually.
PFSMX top holdings include Mfs Value Fund (12.1%), Mfs Growth Fund Class R6 (12.0%), Mfs Research Fund (10.9%), Mfs Mid Cap Growth Fund Class R6 (10.1%), Mfs Mid Cap Value Fund (10.1%). Go to all PFSMX holdings, PFSMX sectors, or PFSMX dividends.
PFSMX can be compared against other funds. Use PFSMX overlap to find shared positions, or PFSMX vs another fund for a side-by-side view. PFSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.