Morningstar

PFG MFS Aggressive Capital Appreciation Strategy Fund Class I PFSMX

Morningstar Medalist Rating
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Medalist Rating as of See The Pacific Financial Group Investment Hub
  • NAV / 1-Day Return$9.89  /  −0.10%
  • Fund Size$103.5M
  • Adjusted Expense Ratio2.480%
  • Net Expense Ratio1.930%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Large-Stock Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio15%
NAV and 1-Day Return as of

Morningstar’s Analysis PFSMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PFG MFS Aggressive Cptl Apprec Stgy 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 PFSMX

More PFSMX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings83.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Value R6

12.1913M
—

MFS Growth R6

11.8313M
—

MFS Research R6

10.9112M
—

MFS Mid Cap Value R6

10.1611M
—

MFS Mid Cap Growth R6

9.6710M
—

MFS Research International R6

7.949M
—

MFS Global Real Estate R6

5.236M
—

MFS International Equity R6

5.216M
—

MFS International Value R6

5.166M
—

MFS International Growth R6

5.015M
—

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