PFG MFS Aggressive Growth Strategy Fund
PFSMX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
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
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- OMAHA NE 68130 Omaha NE United States of America 68130
- IPO Date
- Dec 18, 2017
- CIK
- 0001314414
- Website
- principal.com
- Similar Companies
- Business
- PFG MFS Aggressive Growth Strategy Fund (PFSMX) is an open-end mutual fund that seeks aggressive growth of capital by investing primarily in shares of mutual funds and exchange-traded funds managed by Massachusetts Financial Services Company (MFS Investment Management), including MFS Growth Fund Class R6, MFS Value Fund Class R6, MFS Research Fund Class R6, MFS Mid Cap Growth Fund Class R6, and MFS Mid Cap Value Fund Class R6; the fund also allocates to international offerings such as MFS International Large Cap Value Fund Class R6, global real estate via MFS Global Real Estate Fund, and commodities exposure through iShares GSCI Commodities Dynamic Roll Strategy ETF, with a diversified portfolio emphasizing large-cap blend equities (approximately 61.69% U.S. stocks, 31.93% non-U.S. stocks, 5.94% cash, and minor bond holdings). Launched on December 11, 2017, the fund is domiciled in the United States, available for sale in the U.S., and managed by Platform Technology Partners (doing business as Pacific Financial Group), with total net assets of approximately $94.48 million, a net expense ratio of 2.54%, and daily pricing. The fund targets investors seeking high total return through a strategic, risk-based approach to global equity allocation with aggressive positioning, potentially involving frequent trading and high portfolio turnover. Recent material changes include the appointment of Connor Rochelle as portfolio manager effective February 7, 2025, and Greg Silberman effective March 17, 2025; additionally, effective March 31, 2025, Class R shares were re-designated as Class I shares. The fund maintains operations focused on U.S. investors within the global large-stock blend category per Morningstar classification, with geographic diversification across U.S. (61.65%), Eurozone (9.58%), Japan (4.88%), United Kingdom (4.51%), and Europe ex-Euro regions.