PFG JP Morgan Tactical Moderate Strategy Fund

Frequently Asked Questions About PFJDX

What does PFJDX invest in?

This fund aims to achieve its investment objectives by dedicating over 80% of its total capital, including any funds acquired through borrowing, to mutual funds and exchange-traded funds managed by J.P. Morgan®. Under standard market conditions, these J.P. Morgan®-advised underlying portfolios primarily invest in a mix of stocks and/or bonds, providing broad exposure to the equity and fixed income markets.

What is the expense ratio of PFJDX?

PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) charges an expense ratio of 2.23%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PFJDX?

PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) manages $133.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is PFJDX actively managed or an index fund?

PFJDX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PFJDX launched?

PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) launched in March 2018 and is managed by JPMorgan.

How has PFJDX performed?

PFJDX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.