About PFJDX
PFG JP Morgan Tactical Moderate Strategy Fund Class I is a mutual fund designed to pursue capital appreciation with a secondary goal of income generation. Classified under the moderate allocation category, the fund adopts a balanced investment approach, typically maintaining exposure to both equity and fixed income assets to manage risk and return potential. Its portfolio is diversified, featuring a blend of large-cap U.S. equities, international equities, and core-plus bond holdings, reflecting a 'large blend' investment style that appeals to investors seeking growth with moderate volatility.
The fund invests primarily through a suite of JPMorgan-managed funds and ETFs, with significant weighting in top holdings that represent a mix of equity and bond exposures. This multi-asset strategy supports wider market participation and potential for downside risk mitigation. Serving predominantly the retirement and medium-term investment markets, PFG JP Morgan Tactical Moderate Strategy Fund Class I is structured to align with moderate risk tolerance, aiming to strike a balance between long-term growth and income needs. Extensive diversification and tactical allocation adjustments make this fund a notable option in the managed allocation space, providing a comprehensive approach to strategic asset allocation.
Fund Family The Pacific Financial Group
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol PFJDX
Share Class Class I
Index Index is not available on Lipper Database
PFJDX had a total return of 11.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.73%.
