Morningstar

PFG American Funds Capital Appreciation Strategy Fund Class I PFGGX

Morningstar Medalist Rating
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Medalist Rating as of See The Pacific Financial Group Investment Hub
  • NAV / 1-Day Return$13.93  /  +0.51%
  • Fund Size$1.2B
  • Adjusted Expense Ratio2.320%
  • Net Expense Ratio1.930%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio16%
NAV and 1-Day Return as of

Morningstar’s Analysis PFGGX

Will PFGGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFGGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PFGGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PFGGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PFG American Funds Cptl Apprec Stgy I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PFGGX

More PFGGX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Growth Fd of Amer R-6

20.88271M
—

American Funds New Perspective R-6

15.03195M
—

American Funds SMALLCAP World R-6

14.85193M
—

American Funds Invmt Co of Amer R-6

10.05130M
—

American Funds Fundamental Invs R-6

10.02130M
—

American Funds New Economy R-6

10.00130M
—

American Funds AMCAP R-6

9.91129M
—

American Funds Washington Mutual R-6

4.9664M
—

American Funds New World R-6

4.0553M
—

BlackRock Liquidity FedFund Instl

0.243M
Cash and Equivalents

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