PFCOX Mutual Fund
PFCOX Mutual Fund
PFCOX Mutual Fund
PFG American Funds Conservative Income Strategy Fund Class I
PFCOX Mutual Fund Overview
PFCOX Mutual Fund (PFG American Funds Conservative Income Strategy Fund Class I) is managed by The Pacific Financial Group with $333.0M in net assets. PFCOX expense ratio is 2.21%, holding 9 positions across sectors including Financials. Inception date: 2020-05-01.
PFCOX performance shows a YTD return of -1.42%. The 1-year return is -0.28% and the 5-year return is 1.15%. PFCOX dividend yield stands at 3.36%, paid annually.
PFCOX top holdings include Intermediate Bond Fund Of America R6 (ibfa Cl R6) (24.8%), Bond Fund Of America (the) R6 (bfa Cl R6) (19.8%), Short Term Bond Fund Of America R6 (Stbf Cl R6) (15.0%), American Mutual Fund Class R-6 (8.0%), American Funds Strategic Bond Fund Class R-6 (8.0%). Go to all PFCOX holdings, PFCOX sectors, or PFCOX dividends.
PFCOX can be compared against other funds. Use PFCOX overlap to find shared positions, or PFCOX vs another fund for a side-by-side view. PFCOX alternatives are available via the screener, along with tax-loss harvesting opportunities.