Morningstar

PFG PIMCO Active Core Bond Strategy Fund Class I PFDOX

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

Strategy

The investment seeks 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 exchange-traded funds (“ETFs”) managed by PIMCO, under normal circumstances (“PIMCO underlying funds”). In addition, at least 80% of the fund’s assets (defined as net assets plus the amount of any borrowing for investment purposes) will be invested in PIMCO underlying funds that invest primarily in bond instruments.

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
PFDOX	PFG PIMCO Active Core Bond Strategy Fund Class I	Institutional	Open			Dec 11, 2017	$198.04M	2.680%	High	$0	$51.11M

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