PFSSX Mutual Fund
PFSSX Mutual Fund
PFSSX Mutual Fund
PFG US Equity Index Strategy Fund Class R
PFSSX Mutual Fund Overview
PFSSX Mutual Fund (PFG US Equity Index Strategy Fund Class R) is managed by The Pacific Financial Group with $226.8M in net assets. PFSSX expense ratio is 2.08%, holding 6 positions across sectors including Financials. Inception date: 2024-05-01.
PFSSX performance shows a YTD return of 8.83%. The 1-year return is 17.16%. PFSSX dividend yield stands at 0.72%, paid annually.
PFSSX top holdings include Vanguard S&P 500 ETF (45.3%), Vang Russ Growth (24.8%), Vanguard Russell 1000 Value (22.4%), Vanguard Extended Market Etf (5.7%), Vanguard Russell 2000 Etf (1.5%). Go to all PFSSX holdings, PFSSX sectors, or PFSSX dividends.
PFSSX can be compared against other funds. Use PFSSX overlap to find shared positions, or PFSSX vs another fund for a side-by-side view. PFSSX alternatives are available via the screener, along with tax-loss harvesting opportunities.