PFJDX Mutual Fund
PFJDX Mutual Fund
PFG JP Morgan Tactical Moderate Strategy Fund
PFJDX Mutual Fund Overview
PFJDX Mutual Fund (PFG JP Morgan Tactical Moderate Strategy Fund) is managed by The Pacific Financial Group with $140.0M in net assets. PFJDX expense ratio is 2.23%, holding 19 positions across sectors including Unknown, Financials. Inception date: 2018-03-15.
PFJDX performance shows a YTD return of 5.85%. The 1-year return is 13.36% and the 5-year return is 5.19%. PFJDX dividend yield stands at 5.60%, paid annually.
PFJDX top holdings include Jpmorgan Betabui (16.3%), Jpmorgan Core Plus Bond Fund, Class R6 (12.1%), Jpmorgan Active Bond Etf (9.9%), Large Cap Growth Fund, Class R6 (8.9%), U.S. Equity Fund, Class R6 (8.6%). View all PFJDX holdings, sector breakdown, or dividend history.
PFJDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFJDX alternatives are available via the screener, along with tax-loss harvesting opportunities.