PFADX Mutual Fund

PFADX Mutual Fund (PFG BNY Mellon Diversifier Strategy Fund Class I) is managed by The Pacific Financial Group with $149.2M in net assets. PFADX expense ratio is 2.55%, holding 6 positions across sectors including Financials. Inception date: 2017-12-11.

PFADX performance shows a YTD return of 0.31%. The 1-year return is 1.83% and the 5-year return is 1.25%. PFADX dividend yield stands at 2.45%, paid annually.

PFADX top holdings include Bnym Insight Core Plus-i (54.3%), Bimb Holdings Bhd (30.3%), Ishares Global Infrastructure ETF (4.0%), Bnym Floating Rate Inc-i (4.0%), Bnym-Nat Res-I (4.0%). Go to all PFADX holdings, PFADX sectors, or PFADX dividends.

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