Morningstar

PFG US Equity Index Strategy Fund Class I PFSSX

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

Strategy

The investment seeks growth of capital. The fund, under normal circumstances, will invest at least 80% of its assets (defined as net assets plus the amount of any borrowing for investment purposes) in mutual funds and exchange traded funds (“ETFs”) that are passively managed and seek to track a specific index consisting of U.S. equity securities of any capitalization (“underlying funds”), in order to obtain exposure to the U.S. equity market. The fund is an actively managed fund and does not seek to track any particular index.

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
PFSSX	PFG US Equity Index Strategy Fund Class I	Institutional	Open	—		May 1, 2024	$221.13M	2.000%	High	$0	$63.26M

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