Morningstar

PFG Fidelity Institutional AM & Equity Index Strategy Fund Class I Shares PFFFX

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

Strategy

The investment seeks total return. The fund, under normal circumstances, will invest at least 80% of its net assets, plus any amounts of borrowing, in Fidelity® mutual funds and Fidelity exchange traded funds ("Fidelity underlying funds"). The Adviser utilizes RiskPro to manage the fund’s volatility as a whole, and to assess the impact of the fund’s investment in Fidelity underlying funds and Other 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
PFFFX	PFG Fidelity Institutional AM & Equity Index Strategy Fund Class I Shares	Institutional	Open			May 1, 2020	$680.08M	1.980%	High	$0	$106.92M

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