PFSMX Mutual Fund
PFSMX Mutual Fund
PFG MFS Aggressive Growth Strategy Fund
PFSMX Mutual Fund Overview
PFSMX Mutual Fund (PFG MFS Aggressive Growth Strategy Fund) is managed by The Pacific Financial Group with $107.0M in net assets. PFSMX expense ratio is 2.49%, holding 17 positions across sectors including Unknown, Financials. Inception date: 2017-12-11.
PFSMX performance shows a YTD return of 6.59%. The 1-year return is 12.47% and the 5-year return is 6.92%. PFSMX dividend yield stands at 8.82%, paid annually.
PFSMX top holdings include Mfs Value Fund (12.1%), Mfs Growth Fund Class R6 (11.8%), Mfs Research Fund (11.1%), Mfs Mid Cap Value Fund (10.0%), Mfs Mid Cap Growth Fund Class R6 (9.6%). View all PFSMX holdings, sector breakdown, or dividend history.
PFSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.