PFJDX : PFG JP Morgan Tactical Moderate Strategy Fund Class R

Fund Summary

The investment seeks capital appreciation with a secondary objective of income. The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds advised by J.P. Morgan Investment Management Inc. (“JP Morgan”), under normal market circumstances (“JP Morgan underlying funds”), with each JP Morgan underlying fund investing primarily in equity and/or fixed-income securities, to obtain exposure to the broad equity and fixed income markets.