- 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 $106.8M 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's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- 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.
