Morningstar

PFG American Funds Capital Appreciation Strategy Fund Class I PFGGX

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

Strategy

The investment seeks capital growth. Under normal market circumstances, the fund invests approximately 50% of its assets in American underlying funds and Other underlying funds that invest solely in U.S. equity securities, with a focus on companies with sound fundamentals, indicative of long-term growth, as well as in potential turnaround situations. The Adviser utilizes RiskPro to manage its volatility as a whole, and to assess the impact of the fund's investment in American underlying funds 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
PFGGX	PFG American Funds Capital Appreciation Strategy Fund Class I	Institutional	Open			May 1, 2020	$1.25B	2.320%	High	$0	−$27.11M

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