PFG JP Morgan Tactical Aggressive Strategy Fund

Frequently Asked Questions About PFSEX

What are the top holdings of PFSEX?

A machine-readable holdings disclosure for PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does PFSEX invest in?

PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is PFSEX most exposed to?

PFSEX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is PFSEX a US-only fund?

The country allocation card on this page shows PFSEX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does PFSEX invest in?

The fund strives to achieve its investment goals by, under normal circumstances, allocating over 80% of its total assets. These allocations are directed into mutual funds and exchange-traded funds (ETFs) advised by J.P. Morgan Investment Management Inc., which are commonly known as "J.P. Morgan underlying funds." The Adviser employs the RiskPro platform to comprehensively manage the fund's overall volatility. RiskPro also plays a role in assessing the influence of the fund's investments, specifically its holdings in both J.P. Morgan underlying funds and any other sub-funds.