Morningstar

PFG BNY Mellon Diversifier Strategy Fund Class I PFADX

Medalist Rating as of Aug 31, 2026 See The Pacific Financial Group Investment Hub

Strategy

The investment seeks income with a secondary objective of capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds or exchange-traded funds (“ETFs”) managed by The BNY Mellon Advisors, Inc. (“BNY Mellon”), under normal market circumstances (“BNY Mellon underlying funds”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PFADX	PFG BNY Mellon Diversifier Strategy Fund Class I	Institutional	Open			Dec 11, 2017	$148.85M	2.550%	High	$0	$39.78M

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