Morningstar

PFG PIMCO Active Core Bond Strategy Fund Class I PFDOX

Medalist Rating as of Sep 30, 2026 See The Pacific Financial Group Investment Hub

Strategy

The investment seeks income. The balance of the fund’s net assets will be invested in PIMCO underlying funds or mutual funds or ETFs managed by the advisers other than PIMCO (“Other underlying funds”), under normal market circumstances. 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 and Other underlying funds that invest primarily in bond instruments. The fund operates as a fund of 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
PFDOX	PFG PIMCO Active Core Bond Strategy Fund Class I	Institutional	Open			Dec 11, 2017	$202.29M	2.680%	High	$0	$47.75M

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