Nasdaq - Delayed Quote USD
PFG MFS Aggressive Growth Strategy Fund (PFSMX)
At close: 8:00 PM EST
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 13.94% |
| 5y Average Return | 8.07% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PFSMX | Category Average | PFSMX | Category Average | PFSMX | Category Average | |
| Alpha | -3.52 | -0.01 | -2.8 | -0.01 | -- | -0 |
| BETA | 0.96 | 0.01 | 0.96 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.26 | 0.01 | 0.74 | 0.01 | -- | 0.01 |
| R-squared | 97.73 | 0.95 | 97.99 | 0.93 | -- | 0.91 |
| Standard Deviation | 16.03 | 0.18 | 16.91 | 0.15 | -- | 0.15 |
| Sharpe Ratio | -0.05 | 0.01 | 0.38 | 0.01 | -- | 0.01 |
| Treynor Ratio | -2.25 | 0.12 | 5.41 | 0.12 | -- | 0.09 |
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