PFSSX Mutual Fund (PFG US Equity Index Strategy Fund Class R) is managed by The Pacific Financial Group with $220.8M in net assets. PFSSX expense ratio is 2.08%, holding 6 positions across sectors including Financials, Unknown. Inception date: 2024-05-01.

PFSSX performance shows a YTD return of 9.52%. The 1-year return is 20.47%. PFSSX dividend yield stands at 0.74%, paid annually.

PFSSX top holdings include Vanguard Index Funds S&p 500 Etf Shs (45.3%), Vanguard Russell 1000 Growth Index Fund;Etf (24.8%), VANGUARD RUSSELL 1000 VALUE MUTUAL FUND (22.4%), Vanguard Extended Market Etf (5.7%), Vanguard Russell 2000 Index Fund ETF (1.5%). View all PFSSX holdings, sector breakdown, or dividend history.

PFSSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFSSX alternatives are available via the screener, along with tax-loss harvesting opportunities.