PFG Global Strategy Fund Class R
PFDGX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 225 Pictoria Drive Cincinnati OH 45246
- IPO Date
- Dec 11, 2017
- CIK
- 0001314414
- Similar Companies
- Business
- PFG Global Strategy Fund Class R (PFDGX) is an open-end mutual fund that seeks aggressive growth by investing primarily in shares of underlying mutual funds and exchange-traded funds focused on foreign equity securities to achieve broad exposure to the global equity market, as defined by the MSCI All Country World Index. The fund, managed by The Pacific Financial Group, Inc., provides investors with diversified international equity allocation through these underlying funds; it maintains a portfolio turnover rate of approximately 123% and targets institutional and retirement investors with a net expense ratio reflective of its active strategy. Established prior to 2017 with lead manager Jennifer L. Enstad in place since December 2017, the fund operates from the United States with assets under management of around $2.19 million as of recent reporting. The fund forms part of The Pacific Financial Group Family of Funds, a suite of multi-asset strategies including PFG American Funds Growth Strategy Fund (PFGGX), PFG Global Equity Index Strategy Fund (PFSGX), PFG BNY Mellon Diversifier Strategy Fund (PFSEX), and others that allocate across underlying funds from providers such as Fidelity Institutional AM, JP Morgan, BNY Mellon, and MFS for tactical equity, bond, and diversifier exposures. Recent developments within the PFG fund family include portfolio management changes, such as the appointment of Greg Silberman as co-manager for several strategies effective March 17, 2025, and the re-designation of Class R shares to Class I shares for certain funds effective March 31, 2025, aimed at streamlining share classes and enhancing operational efficiency. These updates reflect ongoing strategic adjustments to improve manager expertise and investor accessibility amid evolving market conditions in 2024-2025.