What does PFG JP Morgan Tactical Moderate Strategy Fund do?

PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is PFJDX's market cap?

PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) has a market capitalization of approximately $145.7 million, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does PFJDX pay a dividend?

Yes — PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) pays a dividend annually, with a trailing-twelve-month yield of 5.66%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

PFJDX

PFG JP Morgan Tactical Moderate Strategy Fund

NASDAQ·Asset Management · Financial Services

$12.53$0.02−0.16%

Market cap$145.71M·Jul 23 12:07 PM UTC

Price Chart

$12.53−$0.02 (−0.16%)today

+1.87%CAGR +0.37%

Select date range

FromTo

Mar 21, 2018Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)5.66%

Annual Dividend (FWD)$0.71

Dividend Growth (5Y)+77.7%

Dividend Safety—

Payout Ratio—

FCF Payout Ratio—

Most Recent Dividend$0.710

Ex-Dividend DateDec 30

Payment DateDec 31

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About PFG JP Morgan Tactical Moderate Strategy Fund

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.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: www.principal.com

Peers

Peers Tab

MSD

Morgan Stanley Emerging Markets Debt Fund, Inc.

Cap

$148.5M

HADUX

Horizon Equity Premium Income Advisor

Cap

$172.1M

PFTEX

PFG Meeder Tactical Strategy Fund

Cap

$135.8M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About PFJDX

What does PFG JP Morgan Tactical Moderate Strategy Fund do?: PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is PFJDX's market cap?: PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) has a market capitalization of approximately $145.7 million, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does PFJDX pay a dividend?: Yes — PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) pays a dividend annually, with a trailing-twelve-month yield of 5.66%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.