PFG JP Morgan Tactical Moderate Strategy Fund Class I
PFJDX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
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Bond
U.S. Bond
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Preferred
Convertible
Other
Services Offered
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NAV
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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 capital appreciation with a secondary objective of income. The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds or ETFs advised by J.P. Morgan®, under normal market circumstances. Each JP Morgan® underlying fund and Other underlying fund invests primarily in equity and/or fixed-income securities, to obtain exposure to the broad equity and fixed income markets.