PFG MFS Aggressive Growth Strategy Fund

Frequently Asked Questions About PFSMX

What does PFSMX invest in?

The fund aims to achieve its investment objective by allocating more than 80% of its total assets, including any borrowed capital, to mutual funds and exchange-traded funds overseen by MFS. The remaining portion of the fund's net assets will be directed towards additional MFS-managed funds or other mutual funds and ETFs managed by external investment managers, typically under ordinary market conditions.

What is the expense ratio of PFSMX?

PFG MFS Aggressive Growth Strategy Fund (PFSMX) charges an expense ratio of 2.49%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PFSMX?

PFG MFS Aggressive Growth Strategy Fund (PFSMX) manages $104.8M 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 PFSMX actively managed or an index fund?

PFSMX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (PFSMX's is 2.49%) in exchange for the discretion to over- or under-weight positions.

When was PFSMX launched?

PFG MFS Aggressive Growth Strategy Fund (PFSMX) launched in December 2017 and is managed by MFS.

How has PFSMX performed?

PFSMX'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.