PFSMX
PFG MFS Aggressive Growth Strategy Fund
1W: -1.2%
1M: -2.2%
3M: -1.3%
YTD: +6.9%
1Y: -1.3%
3Y: +19.8%
5Y: +2.3%
$10.12
+0.06 (+0.60%)
Weekly Expected Move ±1.0%
$10
$10
$10
$10
$10
Key Statistics
AUM$106M
Holdings12
Top 10 Wt72.6%
Volume0
Avg Volume0
Beta0.92
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2017-12-18
Sector Allocation
Financial Services
76.9%
Other
23.2%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | MFS SERIES TRUST I | MEIKX | 12.06% | $12.6M | 239,742 |
| 2 | MFS SERIES TRUST II | MFEKX | 12.03% | $12.5M | 62,226 |
| 3 | MFS SERIES TRUST V | — | 10.94% | $11.4M | 197,188 |
| 4 | MFS SERIES TRUST IV | OTCKX | 10.13% | $10.6M | 365,589 |
| 5 | MFS SERIES TRUST XI | MVCKX | 10.05% | $10.5M | 313,581 |
| 6 | MFS SERIES TRUST I | MRSKX | 7.95% | $8.3M | 301,534 |
| 7 | ISHARES US ETF TRUST | COMT | 5.08% | $5.3M | 146,460 |
| 8 | MFS SERIES TRUST XIII | — | 5.08% | $5.3M | 306,676 |
| 9 | MFS SERIES TRUST XVII | MIEIX | 5.02% | $5.2M | 127,808 |
| 10 | MFS SERIES TRUST X | — | 4.96% | $5.2M | 284,318 |