Morningstar

PFG JP Morgan Tactical Aggressive Strategy Fund Class I PFSEX

Medalist Rating as of Sep 30, 2026 See The Pacific Financial Group Investment Hub

Strategy

The investment seeks aggressive growth. The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets in shares of mutual funds or exchange-traded funds advised by J.P. Morgan® Investment Management Inc. ("JP Morgan®"), under normal market circumstances ("JP Morgan® underlying funds"). The Adviser utilizes RiskPro to manage the fund’s volatility as a whole, and to assess the impact of the fund’s investment in JP Morgan® underlying funds and 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
PFSEX	PFG JP Morgan Tactical Aggressive Strategy Fund Class I	Institutional	Open			Dec 11, 2017	$339.07M	2.230%	High	$0	−$7.64M

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