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Morningstar

PFG JP Morgan Tactical Moderate Strat R PFJDX

Morningstar Medalist Rating
Medalist Rating as of | See The Pacific Financial Group Investment Hub
  • NAV / 1-Day Return 10.45  /  −0.19 %
  • Total Assets 142.2 Mil
  • Adj. Expense Ratio
    2.310%
  • Expense Ratio 2.310%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.50%
  • Turnover 119%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 AM GMT+0

Morningstar’s Analysis PFJDX

Will PFJDX outperform in 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.

Weakness in PFG JP Morgan Tactical Moderate Strat R's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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 Holdings 76.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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