- 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 $148.5M 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.
