Morningstar

PFG JP Morgan Tactical Moderate Strategy Fund Class I PFJDX

Morningstar Medalist Rating
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Medalist Rating as of See The Pacific Financial Group Investment Hub
  • NAV / 1-Day Return$12.24  /  +0.25%
  • Fund Size$125.4M
  • Adjusted Expense Ratio2.230%
  • Net Expense Ratio1.930%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryModerate Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield2.77%
  • Turnover Ratio47%
NAV and 1-Day Return as of

Morningstar’s Analysis PFJDX

Will PFJDX 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 PFJDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PFJDX 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 PFJDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PFG JP Morgan Tactical Moderate Strat 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 PFJDX

More PFJDX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings85.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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