Nasdaq - Delayed Quote USD

PFG MFS Aggressive Growth Strategy Fund (PFSMX)

10.29 +0.07 (+0.68%)
At close: 8:05 AM EST
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DELL
  • Previous Close 10.22
  • YTD Return 11.04%
  • Expense Ratio 2.54%
  • Category World Large-Stock Blend
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 96.34M
  • Beta (5Y Monthly) 0.96
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 18.00%
  • Last Dividend 0.08
  • Inception Date Dec 11, 2017

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 MFS. The balance of the fund’s net assets will be invested in MFS underlying funds or mutual funds or ETFs managed by the advisers other than MFS (“Other underlying funds”), under normal market circumstances.

The Pacific Financial Group

Fund Family

World Large-Stock Blend

Fund Category

96.34M

Net Assets

2017-12-11

Inception Date

Performance Overview: PFSMX

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Trailing returns as of 11/6/2024. Category is World Large-Stock Blend.

YTD Return

PFSMX
11.04%
Category
12.08%
?

1-Year Return

PFSMX
25.60%
Category
38.01%
?

3-Year Return

PFSMX
1.84%
Category
12.74%
?

5-Year Return

PFSMX
7.73%
Category
12.82%
?

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Holdings: PFSMX

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Top 10 Holdings (83.03% of Total Assets)

SymbolCompany% Assets
MEIKX
MFS Value R6 12.01%
MFEKX
MFS Growth R6 11.99%
MFRKX
MFS Research R6 11.00%
MVCKX
MFS Mid Cap Value R6 10.04%
OTCKX
MFS Mid Cap Growth R6 9.97%
MRSKX
MFS Research International R6 7.91%
MGLRX
MFS Global Real Estate R6 5.08%
MKVHX
MFS International Large Cap Value R6 5.05%
MIEIX
MFS International Equity R6 5.00%
MGRDX
MFS International Growth R6 4.97%

Sector Weightings

Recent News: PFSMX

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Research Reports: PFSMX

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