PFLWX : RiskPro® Aggressive 30+ Fund Class R

PFLWX is a Allocation Market Total World with HIGH fees.

PFLWX

RiskPro® Aggressive 30+ Fund Class R

FI Score

10 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

10% FI Score
  • pflwx
  • Mutual Fund
  • Allocation
  • Total World

RiskPro® Aggressive 30+ Fund Class R

Expenses: 2.08% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Fund Summary

The investment seeks aggressive growth. The fund seeks to achieve its investment objective by investing more than 50% of the fund's assets in the SA Funds - Investment Trust ("Loring Ward Underlying Funds"), a family of mutual funds managed by BAM Advisor Services, LLC ("Loring Ward"). The Adviser invests in underlying funds without regard to market capitalization, style, sector, or country exposure; and fixed-income securities, issued by domestic and foreign corporations and government entities, of any maturity or credit quality including high yield bonds (also known as junk bonds).

Largest Holdings

Amount Holding
21.43% SA US Value Select
19.84% SA International Value Select
15.83% SA US Small Company Select
14.45% iShares Core S&P Total US Stock Mkt ETF
12.35% Vanguard FTSE All-Wld ex-US SmCp ETF
8.30% SA Emerging Markets Value Select
7.02% iShares Core US REIT ETF

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