PFSGX Mutual Fund

PFSGX Mutual Fund (PFG Global Equity Index Strategy Fund Class R) is managed by The Pacific Financial Group with $118.3M in net assets. PFSGX expense ratio is 2.07%, holding 8 positions across sectors including Financials. Inception date: 2024-05-01.

PFSGX performance shows a YTD return of 10.11%. The 1-year return is 13.91%. PFSGX dividend yield stands at 0.20%.

PFSGX top holdings include Vanguard Total Stock Market ETF (29.9%), Vanguard Total Intl Stock Mutual Fund (19.7%), Vanguard Growth Etf (16.1%), Vanguard Ftse Developed Markets ETF (14.5%), Vanguard Value ETF (9.9%). Go to all PFSGX holdings, PFSGX sectors, or PFSGX dividends.

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