PFG Invesco® Equity Factor Rotation Strategy Class I Shares
PFIOX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
Beta
7-Day Total Return
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Year to Date Total Return
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3-Year Total Return
5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
The Pacific Financial Group
Manager/Tenure
(Years)
(Years)
Connor Rochelle (0), Greg Silberman (0)
Website
Address
The Pacific Financial Group
Bellevue WA - 98004
Bellevue WA - 98004
Country
United States
Phone Number
800-735-7199
Investment Strategy
The investment seeks aggressive growth. The fund seeks to achieve its investment objective by investing at least 80% of its assets (defined as net assets plus the amount of any borrowing for investment purposes) in mutual funds and exchange traded funds (“ETFs”) managed by Invesco Advisers, Inc. or its affiliates collectively (“Invesco”), an indirect wholly-owned subsidiary of Invesco Ltd. (“Invesco underlying funds”). The balance of the fund’s net assets will be invested in Invesco underlying funds or mutual funds or ETFs managed by the advisers other than Invesco (“Other underlying funds”).