PFG JP Morgan Tactical Moderate Strategy Fund's PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) has disclosed 8 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2024-10-31. The current portfolio value is calculated to be $71.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 17%.
PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX)'s
Total Assets is $147.23 Mil , Total Liabilities is $608,510.00 , Net Assets is $146.63 Mil.
In PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX)'s current portfolio as of 2024-10-31, the top 5 holdings are
JPMorgan BetaBuilders U.S. Equity ETF (BBUS), JAGG (JAGG), J.P. Morgan Exchange-Traded Fund Trust (JPHY), iShares 10-20 Year Treasury Bond ETF (TLH) and JPMorgan International Research Enhanced Equity ETF (JIRE),
not including call and put options.
PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for PFG JP Morgan Tactical Moderate Strategy Fund.