PFGGX Mutual Fund
PFGGX Mutual Fund
PFGGX Mutual Fund
PFG American Funds Capital Appreciation Strategy Fund Class R Shares
PFGGX Mutual Fund Overview
PFGGX Mutual Fund (PFG American Funds Capital Appreciation Strategy Fund Class R Shares) is managed by The Pacific Financial Group with $1.25B in net assets. PFGGX expense ratio is 2.33%, holding 8 positions across sectors including Financials. Inception date: 2020-05-01.
PFGGX performance shows a YTD return of 7.91%. The 1-year return is 11.30% and the 5-year return is 11.60%.
PFGGX top holdings include Growth Fund Of America (The) R6 (Gfa Cl R6) (20.9%), American Funds New Perspective Fund Class R-6 (15.1%), Smallcap World Fund Inc R6 (14.9%), Investment Company Of America (the) R6 (ica Cl R6) (10.1%), American Funds Fundamental Investors Class R-6 (10.0%). Go to all PFGGX holdings, PFGGX sectors, or PFGGX dividends.
PFGGX can be compared against other funds. Use PFGGX overlap to find shared positions, or PFGGX vs another fund for a side-by-side view. PFGGX alternatives are available via the screener, along with tax-loss harvesting opportunities.