PFSEX Mutual Fund

PFSEX Mutual Fund (PFG JP Morgan Tactical Aggressive Strategy Fund Class I) is managed by The Pacific Financial Group with $360.2M in net assets. PFSEX expense ratio is 2.23%, holding 13 positions across sectors including Communication Services, Information Technology, Financials. Inception date: 2017-12-11.

PFSEX performance shows a YTD return of 9.25%. The 1-year return is 12.24% and the 5-year return is 9.82%. PFSEX dividend yield stands at 0.25%.

PFSEX top holdings include Jpmorgan Betabui (34.0%), JPMorgan International Research Enhanced Equity ETF (12.7%), J.P. Morgan Exchange-Traded Fund Trustjpm Us Rsr E L C (11.2%), Large Cap Growth Fund, Class R6 (8.0%), Large Cap Value Fund, Class R6 (7.7%). Go to all PFSEX holdings, PFSEX sectors, or PFSEX dividends.

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