PFG JP Morgan Tactical Aggressive Strategy FundPFSEX

MUTUAL FUNDPacific
Type
Mutual fund
Peer group
Allocation
Net assets
$362.2M
Expense ratio
2.27%
1-year return
+27.2%
3 years, a year
+16.6%
5 years, a year
+8.3%
Holdings
13

What it aims to do.

The Fund seeks aggressive growth.

Top 10 holdings.

Holding% of fund
J.P. Morgan Exchange-Traded Fund Trust32.11%
J.P. Morgan Exchange-Traded Fund Trust14.22%
JPMorgan Trust I13.59%
JPMorgan Trust I9.47%
JPMorgan Trust I8.29%
J.P. Morgan Exchange-Traded Fund Trust5.95%
JPMorgan Trust I4.25%
JPMorgan Trust Iv4.00%
J.P. Morgan Exchange-Traded Fund Trust2.44%
J.P. Morgan Exchange-Traded Fund Trust2.42%

More on PFSEX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.