PFG JP Morgan Tactical Aggressive Strategy Fund Class I
PFSEX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
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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
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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 aggressive growth. The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets in shares of mutual funds or exchange-traded funds advised by J.P. Morgan® Investment Management Inc. ("JP Morgan®"), under normal market circumstances ("JP Morgan® underlying funds"). The Adviser utilizes RiskPro to manage the fund’s volatility as a whole, and to assess the impact of the fund’s investment in JP Morgan® underlying funds and other underlying funds.