PFG Fidelity Institutional AM Equity Sector Strategy Fund Class R
PFFSX
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
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- P.O. Box 541150 Omaha NE United States of America 68154-1150
- IPO Date
- May 1, 2020
- CIK
- 0000218711
- Similar Companies
- Business
- PFG Fidelity Institutional AM Equity Sector Strategy Fund Class I (PFFSX) is a mutual fund that seeks capital growth through a tactically managed allocation tilting exposure across equity sectors based on U.S. business cycle shifts; it invests principally in underlying mutual funds and exchange-traded funds (ETFs) focused on sectors including technology, financials, consumer discretionary, industrials, communication services, real estate, materials, consumer staples, energy, and health care, with top holdings such as Fidelity Advisor Technology Fund Class Z, Fidelity MSCI Financials Index ETF, and Fidelity MSCI Consumer Discretionary Index ETF. The fund, launched on May 1, 2020, operates as a series of Northern Lights Fund Trust and is managed by Pacific Financial Group, Inc., with distribution handled by Northern Lights Distributors, LLC; it primarily targets institutional and retail investors seeking aggressive equity sector rotation strategies within the large blend category, maintaining net assets of approximately $415 million and a portfolio turnover of 114% as of April 30, 2025. Geographically, the fund focuses on U.S. equity markets without direct international operations. Recent developments include the appointment of Greg Silberman as an additional portfolio manager effective March 17, 2025, and the re-designation of Class R shares to Class I shares effective March 31, 2025, reflecting operational streamlining; no other material changes, such as acquisitions, partnerships, or new product launches, occurred during the latest reporting periods ended October 31, 2024, and April 30, 2025.