What does PFG JP Morgan Tactical Aggressive Strategy Fund do?

PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) 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 PFSEX's market cap?

PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) has a market capitalization of approximately $375.8 million, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does PFSEX pay a dividend?

Yes — PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) pays a dividend annually, with a trailing-twelve-month yield of 16.00%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

PFSEX

PFG JP Morgan Tactical Aggressive Strategy Fund

NASDAQ·Asset Management · Financial Services

$15.26$0.02−0.13%

Market cap$375.80M·Jul 23 12:07 PM UTC

Price Chart

$15.26−$0.02 (−0.13%)today

+12.70%CAGR +2.42%

Select date range

FromTo

Dec 18, 2017Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)16.00%

Annual Dividend (FWD)$2.44

Dividend Growth (5Y)—

Dividend Safety—

Payout Ratio—

FCF Payout Ratio—

Most Recent Dividend$2.44

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

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About PFG JP Morgan Tactical Aggressive Strategy Fund

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.

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

Peers

Peers Tab

EDD

Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Cap

$380.9M

MYIMX

Victory Integrity Mid-Cap Value Fund

Latest News

News Tab

No recent news available.

Frequently Asked Questions About PFSEX

What does PFG JP Morgan Tactical Aggressive Strategy Fund do?: PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) 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 PFSEX's market cap?: PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) has a market capitalization of approximately $375.8 million, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does PFSEX pay a dividend?: Yes — PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) pays a dividend annually, with a trailing-twelve-month yield of 16.00%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.