PFG JP Morgan Tactical Moderate Strategy FundPFJDX
Type
Mutual fund
Peer group
Allocation
Net assets
$143.9M
Expense ratio
2.23%
1-year return
+17.8%
3 years, a year
+11.2%
5 years, a year
+4.9%
Holdings
19
What it aims to do.
The Fund?s primary objective is capital appreciation
Top 10 holdings.
| Holding | % of fund |
|---|---|
| J.P. Morgan Exchange-Traded Fund Trust | 16.80% |
| JPMorgan Trust II | 13.17% |
| J.P. Morgan Exchange-Traded Fund Trust | 9.92% |
| JPMorgan Trust I | 8.75% |
| J.P. Morgan Exchange-Traded Fund Trust | 7.83% |
| JPMorgan Trust I | 7.50% |
| JPMorgan Trust I | 7.13% |
| J.P. Morgan Exchange-Traded Fund Trust | 6.11% |
| J.P. Morgan Exchange-Traded Fund Trust | 4.44% |
| JPMorgan Trust Iv | 2.78% |
More on PFJDX.
- PFJDX overview
- PFJDX holdings
- PFJDX risk
- PFJDX costs
- PFJDX money in and out
- PFJDX share classes
- Compare PFJDX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.