PFJDX : PFG JP Morgan Tactical Moderate Strategy Fund Class R

PFJDX is a Allocation Market All-In-One with HIGH fees.

PFJDX

PFG JP Morgan Tactical Moderate Strategy Fund Class R

FI Score

16 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

16% FI Score
  • pfjdx
  • Mutual Fund
  • Allocation
  • All-In-One

PFG JP Morgan Tactical Moderate Strategy Fund Class R

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

This is a bad choice for a All-In-One Allocation fund. See why »

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.

Largest Holdings

Amount Holding
20.26% JPMorgan Core Bond I
11.72% JPMorgan Core Plus Bond I
10.14% JPMorgan Diversified Return Intl Eq ETF
9.86% JPMorgan Equity Index I
6.46% JPMorgan Diversified Return US Eq ETF
6.00% JPMorgan Diversified Return EMkts Eq ETF
5.74% JPMorgan Large Cap Growth I
5.37% JPMorgan Income I
4.63% JPMorgan US Value Factor ETF
4.28% JPMorgan US Momentum Factor ETF
4.04% JPMorgan Large Cap Value I
3.11% JPMorgan Hedged Equity I
2.57% JPMorgan Divers Ret US Mid Cp Eq ETF
2.01% JPMorgan Corporate Bond I
1.56% JPMorgan Divers Ret US Small Cap Eq ETF

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