The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds managed by The BNY Mellon, with each BNY Mellon underlying fund investing primarily in equity of varying market capitalization regardless of country exposure and/or fixed-income securities issued by domestic and foreign corporations and government entities, of any maturity or credit quality, including high yield bonds (also known as junk bonds).

Nasdaq

PFADX

The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets, plus any amounts for borrowing, in bond instruments and shares of mutual funds and exchange-traded funds managed by Pacific Investment Management Company LLC ("PIMCO"), that primarily invest in bond instruments, under normal circumstances ("PIMCO underlying funds"). The Adviser invests in PIMCO underlying funds that invest primarily in fixed-income securities issued by domestic and foreign corporations and government entities, of any maturity or credit quality, including high yield bonds (also known as junk bonds).

PFDOX

The fund primarily invests in Fidelity mutual funds and exchange traded funds, aiming to allocate at least 80% of its assets to these underlying funds.

PFFFX

The fund primarily invests in Fidelity mutual funds and exchange-traded funds, aiming to allocate at least 80% of its net assets to these Fidelity underlying funds.

PFFSX

The investment seeks capital appreciation with a secondary objective of income. The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds advised by J.P. Morgan Investment Management Inc. ("JP Morgan"), under normal market circumstances ("JP Morgan underlying funds"), with each JP Morgan underlying fund investing primarily in equity and/or fixed-income securities, to obtain exposure to the broad equity and fixed income markets.

PFJDX

The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets in shares of mutual funds and exchange-traded funds advised by J.P. Morgan Investment Management Inc. ("JP Morgan"), under normal market circumstances ("JP Morgan underlying funds"), with each by JP Morgan underlying fund investing primarily in equity securities of varying market capitalizations, in order to obtain exposure to the broad equity market.

PFSEX

The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds managed by Massachusetts Financial Services Company ("MFS"), under normal market circumstances ("MFS underlying funds"). The Adviser invests in MFS underlying funds that invest in equity securities without regard to market capitalization or country exposure; and fixed-income securities issued by domestic and foreign corporations and government entities, of any maturity or credit quality, including high yield bonds.

PFSMX

The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds managed by Meeder Investment Management Company ("Meeder"), under normal circumstances ("Meeder underlying funds"). The Adviser invests in Meeder underlying funds that have a maximum exposure of 90% in domestic and foreign securities of any market capitalization and a minimum exposure of 10% to fixed income securities of domestic and foreign fixed income securities of any duration or credit quality including high yield bonds.

PFTEX

The fund aims to achieve its objective by investing in exchange traded funds and open-end investment companies that focus on domestic and foreign fixed income securities or dividend-paying equity securities, including high-yield bonds.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PFADX	PFG BNY Mellon Diversifier Strategy Fund	Global Allocation	Dec 10, 2017	2.05%	1.64%	—	2.42%	68
PFDOX	PFG Active Core Bond Strategy Fund	Multisector Bonds	Dec 10, 2017	2.03%	-0.92%	—	2.82%	30
PFFFX	PFG Equity Index Focused Strategy Fund	Global Equities	Apr 30, 2020	2.02%	-2.50%	—	3.60%	56
PFFSX	PFG Sector Equity Business Cycle Strategy Fund	Large Cap Blend Equities	Apr 30, 2020	2.03%	-3.76%	—	17.87%	38
PFJDX	PFG JP Morgan Tactical Moderate Strategy Fund	Diversified Portfolio	Mar 14, 2018	2.05%	-2.43%	—	6.11%	45
PFSEX	PFG JP Morgan Tactical Aggressive Strategy Fund	Global Equities	Dec 10, 2017	2.05%	-3.49%	—	17.99%	50
PFSMX	PFG MFS Aggressive Growth Strategy Fund	Global Equities	Dec 10, 2017	2.05%	-1.28%	—	9.65%	31
PFTEX	PFG Meeder Tactical Strategy Fund	Tactical Allocation	Dec 10, 2017	2.05%	-1.88%	—	9.63%	53
PFTSX	PFG Tactical Income Strategy Fund	Diversified Portfolio	Apr 30, 2020	2.03%	-1.68%	—	1.78%	60

The Pacific Financial Group Mutual Funds List

Risk vs. Return Scatterplot