Nasdaq - Delayed Quote USD

PFG Fdlt Ins AM&Eq Idx Str I (PFFFX)

14.43
+0.08
+(0.56%)
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, under normal circumstances, will invest at least 80% of its net assets, plus any amounts of borrowing, in Fidelity® mutual funds and Fidelity exchange traded funds ("Fidelity underlying funds"). The Adviser utilizes RiskPro to manage the fund’s volatility as a whole, and to assess the impact of the fund’s investment in Fidelity underlying funds and Other underlying funds.

Fund Overview

Category World Large-Stock Blend
Fund Family The Pacific Financial Group
Net Assets 397.96M
YTD Return -1.66%
Yield 0.00%
Morningstar Rating
Inception Date May 01, 2020

Performance & Risk

YTD Return 3.61%
5y Average Return 12.99%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

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