U
PFG US Equity Index Strategy Fund Class I PFSSX
NASDAQ
Recommendation
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NAV
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Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
0
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
Phone Exchange, Wire Redemption
Top Holdings
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Performance
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Beta
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Forward Dividend Yield
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Company Information
Provider
The Pacific Financial Group
Manager/Tenure
(Years)
Connor Rochelle (0), Greg Silberman (0)
Address
The Pacific Financial Group
Bellevue WA - 98004
Country
United States
Phone Number
800-735-7199
Investment Strategy
The investment seeks growth of capital. The fund, under normal circumstances, will invest at least 80% of its assets (defined as net assets plus the amount of any borrowing for investment purposes) in mutual funds and ETFs that are passively managed and seek to track a specific index consisting of U.S. equity securities of any capitalization, in order to obtain exposure to the U.S. equity market.