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PFG Fidelity Institutional AM® Core Plus Bond Strategy Class I Shares PFFBX

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

Strategy

The investment seeks current income. 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 Fidelity® mutual funds and Fidelity exchange traded funds (“Fidelity underlying funds”). The balance of the fund’s net assets will be invested in Fidelity underlying funds or mutual funds or exchange traded funds (“ETFs”) managed by the advisers other than Fidelity (“Other underlying funds”), under normal market circumstances.

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
PFFBX	PFG Fidelity Institutional AM® Core Plus Bond Strategy Class I Shares	Institutional	Open			Oct 29, 2021	$78.42M	2.290%	High	$0	$11.23M

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