Nasdaq - Delayed Quote USD

PFG American Funds Growth Strategy I (PFGGX)

12.71
+0.07
+(0.55%)
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

Under normal market circumstances, the fund invests approximately 50% of its assets in American underlying funds and Other underlying funds that invest solely in U.S. equity securities, with a focus on companies with sound fundamentals, indicative of long-term growth, as well as in potential turnaround situations. The Adviser utilizes RiskPro to manage its volatility as a whole, and to assess the impact of the fund's investment in American underlying funds other underlying funds.

Fund Overview

Category Large Growth
Fund Family The Pacific Financial Group
Net Assets 924.15M
YTD Return -4.21%
Yield 0.00%
Morningstar Rating
Inception Date May 01, 2020

Performance & Risk

YTD Return 2.43%
5y Average Return 11.78%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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