PFG JP Morgan Tactical Moderate Strategy Fund Class I (PFJDX)

Overview

The fund described focuses on investing predominantly in a mix of mutual funds and exchange-traded funds (ETFs) managed by MFS, a reputable investment management company. The strategy involves allocating more than 80% of its assets, plus any borrowings, directly into various mutual funds and ETFs that are under the MFS management umbrella. This reflects a diversified investment approach, aiming at leveraging the expertise and performance of MFS-managed funds. The fund also diversifies its investments by channeling the remainder of its net assets into other underlying funds, including mutual funds or ETFs managed by advisors other than MFS, under normal market circumstances. This investment philosophy indicates a balanced yet strategic approach to achieving its investment objective, emphasizing the blend of in-house managed funds with a selection of external funds to optimize returns.

Products and Services

The fund's principal investment products and services are tailored to cater to investors seeking diversified investment solutions. These are:

• Mutual Funds and ETFs Managed by MFS

  As the core of its investment strategy, the fund invests more than 80% of its assets in a wide variety of mutual funds and ETFs that are managed by MFS. This includes a broad spectrum of funds covering different asset classes, market segments, and geographical regions, providing investors with a diversified and managed portfolio aimed at achieving the fund's investment objectives.

• Investments in Other Underlying Funds

  The balance of the fund's net assets is invested in mutual funds or ETFs that are managed by advisers other than MFS, termed as "Other underlying funds". This allows the fund to further diversify its investment portfolio beyond the MFS-managed funds. These outside investments are selected under normal market circumstances, providing an extra layer of diversification and potential for return.