PFSMX Mutual Fund
PFSMX Mutual Fund
PFSMX Mutual Fund
PFG MFS Aggressive Growth Strategy Fund
PFSMX Mutual Fund Overview
PFSMX Mutual Fund (PFG MFS Aggressive Growth Strategy Fund) is managed by The Pacific Financial Group with $110.0M in net assets. PFSMX expense ratio is 2.49%, holding 17 positions across sectors including Financials. Inception date: 2017-12-11.
PFSMX performance shows a YTD return of 8.18%. The 1-year return is 13.01% and the 5-year return is 5.76%. PFSMX dividend yield stands at 8.75%, paid annually.
PFSMX top holdings include Mfs Value Fund (12.1%), Mfs Growth Fund (12.0%), Mfs Research Fund (10.9%), Mfs Mid Cap Growth Fund (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.