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PFG Janus Henderson® Balanced Strategy Class I Shares PFJHX

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

Strategy

The investment seeks capital appreciation; income is the secondary consideration. The fund seeks to achieve its investment objective by investing at least 80% of its net assets, plus any amounts of borrowing, in shares of mutual funds and ETFs advised by Janus Henderson. Each Janus Henderson underlying fund and Other underlying fund invests 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
PFJHX	PFG Janus Henderson® Balanced Strategy Class I Shares	Institutional	Open			Oct 29, 2021	$289.80M	2.490%	High	$0	−$16.60M

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