Nasdaq - Delayed Quote USD

PFG BR Target Allocation EqStrtgyIShares (PFESX)

15.00
+0.08
+(0.54%)
At close: May 16 at 8:01:57 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • CommonWealth NTF
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund seeks to achieve its investment objective by investing at least 80% of its net assets (defined as net assets plus the amount of any borrowing for investment purposes) in ETFs managed by BlackRock Fund Advisors, LLC (“BlackRock underlying funds”). In addition, at least 80% of the fund’s net assets (defined as net assets plus the amount of any borrowing for investment purposes) will be invested in BlackRock underlying funds that invest primarily in either or both U.S. and foreign equity securities of any capitalization.

Fund Overview

Category World Large-Stock Blend
Fund Family The Pacific Financial Group
Net Assets 311.02M
YTD Return -2.70%
Yield 0.00%
Morningstar Rating
Inception Date May 01, 2020

Performance & Risk

YTD Return 3.18%
5y Average Return 12.43%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

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