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PFG American Funds Growth Strategy I (PFGGX)

12.71
+0.07
+(0.55%)
At close: May 16 at 8:01:57 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.65%
Worst 1Y Total Return --
Number of Years Up 3
Number of Years Down 1

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

Risk Statistics

3 Years 5 Years 10 Years
PFGGXCategory AveragePFGGXCategory AveragePFGGXCategory Average
Alpha -2.64 0.03 -- 0.04 -- 0.01
BETA 1 0.01 -- 0.01 -- 0.01
Mean Annual Return 0.85 0.02 -- 0.02 -- 0.01
R-squared 95.25 0.89 -- 0.87 -- 0.87
Standard Deviation 16.77 0.2 -- 0.16 -- 0.15
Sharpe Ratio 0.34 0.01 -- 0.01 -- 0.01
Treynor Ratio 4.5 0.21 -- 0.21 -- 0.15

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