Morningstar

PFG MFS Aggressive Capital Appreciation Strategy Fund Class I PFSMX

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

Strategy

The investment seeks aggressive growth. The fund seeks to achieve its investment objective by investing at least 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds managed by Massachusetts Financial Services Company (d/b/a/ MFS Investment Management) (“MFS”), under normal market circumstances (“MFS 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
PFSMX	PFG MFS Aggressive Capital Appreciation Strategy Fund Class I	Institutional	Open			Dec 11, 2017	$107.34M	2.480%	High	$0	$1.23M

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