PFDEX : PFG Equity Strategy Fund Class R

PFDEX is a US Stocks Market Large Blend with HIGH fees.

PFDEX

PFG Equity Strategy Fund Class R

FI Score

27 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

27% FI Score
  • pfdex
  • Mutual Fund
  • US Stocks
  • Large Blend

PFG Equity Strategy Fund Class R

Expenses: 2.06% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks aggressive growth. The fund seeks to achieve its investment objective by investing primarily in shares of mutual funds and exchange-traded funds ("underlying funds"), with each underlying fund investing primarily in U.S. equity securities of varying market capitalizations, in order to obtain exposure to the U.S. broad equity market.

Largest Holdings

Amount Holding
10.91% Akre Focus Instl
10.22% DoubleLine Shiller Enhanced CAPE® I
10.03% AQR Large Cap Defensive Style I
7.49% Invesco QQQ Trust
7.01% Invesco S&P 500® Quality ETF
5.98% Technology Select Sector SPDR® ETF
5.05% iShares Core S&P Mid-Cap ETF
5.04% iShares Edge MSCI Min Vol USA ETF
4.92% Invesco S&P MidCap Low Volatility ETF
4.24% Health Care Select Sector SPDR® ETF
4.03% Vanguard Value ETF
4.03% iShares Core S&P Small-Cap ETF

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