Morningstar

PFG American Funds Conservative Income Strategy Fund Class I Shares PFCOX

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

Strategy

The investment seeks current income. Under normal market circumstances, the fund invests more than half of its assets in American underlying funds or other underlying funds that invest solely in fixed income securities. The fixed income securities generally consist of investment-grade bonds or bonds of intermediate or short maturities. The manager considers bonds to be investment-grade if they are rated Baa3 or higher by Moody’s Investors Service or equivalently by another nationally recognized statistical rating organization, at the time of investment.

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
PFCOX	PFG American Funds Conservative Income Strategy Fund Class I Shares	Institutional	Open			May 1, 2020	$332.54M	2.220%	High	$0	$105.38M

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