PFSEX : PFG JP Morgan Tactical Aggressive Strategy Fund Class R

PFSEX is a US Stocks Market Large Growth with HIGH fees.

PFSEX

PFG JP Morgan Tactical Aggressive Strategy Fund Class R

FI Score

17 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

17% FI Score
  • pfsex
  • Mutual Fund
  • US Stocks
  • Large Growth

PFG JP Morgan Tactical Aggressive Strategy Fund Class R

Expenses: 2.03% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks aggressive growth. The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets 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 by JP Morgan underlying fund investing primarily in equity securities of varying market capitalizations, in order to obtain exposure to the broad equity market.

Largest Holdings

Amount Holding
13.38% JPMorgan International Rsrch Enh Eq I
13.29% JPMorgan Large Cap Growth I
12.25% JPMorgan Equity Index I
12.24% JPMorgan Large Cap Value I
10.98% JPMorgan Diversified Return US Eq ETF
9.42% JPMorgan Diversified Return EMkts Eq ETF
8.34% JPMorgan Diversified Return Intl Eq ETF
3.92% JPMorgan Divers Ret US Mid Cp Eq ETF
3.25% JPMorgan US Momentum Factor ETF
3.07% JPMorgan Hedged Equity I
2.91% JPMorgan US Value Factor ETF
2.76% JPMorgan Divers Ret US Small Cap Eq ETF

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