PFJDX Mutual Fund
PFJDX Mutual Fund
PFJDX Mutual Fund
PFG JP Morgan Tactical Moderate Strategy Fund Class I
PFJDX Mutual Fund Overview
PFJDX Mutual Fund (PFG JP Morgan Tactical Moderate Strategy Fund Class I) is managed by The Pacific Financial Group with $131.6M in net assets. PFJDX expense ratio is 2.23%, holding 19 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-03-15.
PFJDX performance shows a YTD return of 4.77%. The 1-year return is 6.78% and the 5-year return is 4.97%. PFJDX dividend yield stands at 5.66%, paid annually.
PFJDX top holdings include Jpmorgan Betabui (19.3%), Jpmorgan Active Bond Etf (17.0%), Jpmorgan Core Plus Bond Fund, Class R6 (13.1%), J.P. Morgan Exchange-Traded Fund Trustjpm Us Rsr E L C (8.8%), JPMorgan International Research Enhanced Equity ETF (6.5%). Go to all PFJDX holdings, PFJDX sectors, or PFJDX dividends.
PFJDX can be compared against other funds. Use PFJDX overlap to find shared positions, or PFJDX vs another fund for a side-by-side view. PFJDX alternatives are available via the screener, along with tax-loss harvesting opportunities.