Morningstar

PFG JP Morgan Tactical Moderate Strategy Fund Class I PFJDX

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

Strategy

The investment seeks capital appreciation with a secondary objective of income. The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds or ETFs advised by J.P. Morgan®, under normal market circumstances. Each JP Morgan® underlying fund and Other underlying fund invests primarily in equity and/or fixed-income securities, to obtain exposure to the broad equity and fixed income markets.

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
PFJDX	PFG JP Morgan Tactical Moderate Strategy Fund Class I	Institutional	Open			Mar 15, 2018	$132.16M	2.230%	High	$0	−$15.57M

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