PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) Research
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.
Market snapshot
- Symbol
- PFSEX
- Price
- $15.48
- Day change
- +1.31%
- Market cap
- $382.9M
- 52-week range
- 13.18-16.66
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
- Berkshire Focus Fund (BFOCX)
- Crawford Small Cap Dividend Fund (CDOFX)
- Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. (EDD)
- Fidelity Connecticut Municipal Incom Fund (FICNX)
- Haverford Quality Growth Stock Fund (HAVGX)
- BlackRock MuniYield Michigan Quality Fund, Inc. (MIY)
- Matthew 25 Fund (MXXVX)
Open PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.