PFG JP Morgan Tactical Moderate Strategy Fund
PFJDX
NASDAQ- -
USD
- -
- -
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
- OMAHA NE 68130 Omaha NE United States of America 68130
- IPO Date
- Mar 21, 2018
- CIK
- 0001314414
- Website
- principal.com
- Similar Companies
- Business
- PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) is a mutual fund that seeks total return through a combination of current income and capital appreciation by investing primarily in a diversified portfolio of fixed-income securities, equities, and alternative investments using tactical asset allocation strategies managed by JP Morgan Investment Management Inc. The fund offers exposure to a range of asset classes including investment-grade bonds, high-yield debt, U.S. and international equities, real estate investment trusts, commodities, and derivatives such as futures and options for hedging and risk management; it employs dynamic allocation models to adjust exposures based on market conditions, economic indicators, and proprietary quantitative signals. Headquartered in Denver, Colorado, under the management of Principal Funds (a division of Principal Financial Group, founded in 1998), the fund targets moderate-risk investors such as retirement plans, financial advisors, and individual portfolios seeking balanced growth with income generation across U.S. and global markets. In recent developments within the last two years, the fund underwent a strategic rebranding and ticker change to PFJDX in 2024 as part of Principal Financial Group's expanded partnership with JP Morgan Asset Management, enhancing its tactical overlay capabilities through integration of JP Morgan's advanced risk parity and multi-asset models; additionally, it launched enhanced ESG-screened share classes and expanded its alternative investments sleeve to include private credit opportunities amid rising interest rate environments.