PFSEX Mutual Fund (PFG JP Morgan Tactical Aggressive Strategy Fund) is managed by The Pacific Financial Group with $365.9M in net assets. PFSEX expense ratio is 2.27%, holding 13 positions across sectors including Unknown, Information Technology, Communication Services. Inception date: 2017-12-11.

PFSEX performance shows a YTD return of 8.83%. The 1-year return is 19.66% and the 5-year return is 10.08%. PFSEX dividend yield stands at 15.84%, paid annually.

PFSEX top holdings include Jpmorgan Betabui (32.1%), JPMorgan International Research Enhanced Equity ETF (14.2%), U.S. Equity Fund, Class R6 (13.6%), Large Cap Value Fund, Class R6 (9.5%), Large Cap Growth Fund, Class R6 (8.3%). View all PFSEX holdings, sector breakdown, or dividend history.

PFSEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFSEX alternatives are available via the screener, along with tax-loss harvesting opportunities.