PFG Meeder Tactical Strategy Fund Class I (PFTEX)

Overview

The described fund is an investment vehicle that aims to fulfill its investment objective by allocating over 80% of its assets (including any borrowings) towards mutual funds and ETFs managed by Meeder. The fund's investment adviser strategically places capital in both Meeder's own range of funds as well as select others, striving for a diversified portfolio that encompasses up to 90% in both domestic and international equity securities across any market capitalization, alongside at least a 10% commitment to fixed income securities of varying durations and credit qualities, including high yield or "junk" bonds. This approach allows for a balance between growth through equities and income and stability through fixed income investments, targeting a wide range of investors looking for diversified exposure through a single investment vehicle.

Products and Services

• Mutual Funds and ETFs managed by Meeder

  These are investment products that aggregate capital from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. Managed by Meeder, these funds are designed to adhere to specific investment strategies and objectives, providing investors with a way to gain exposure to a broad array of assets. Investing in these mutual funds and ETFs is the primary strategy of the fund, aiming to leverage Meeder's expertise in achieving desirable investment outcomes.

• Domestic and Foreign Equity Securities

  The fund invests in a wide range of equity securities, including both domestic and international stocks, which can range from large-cap to small-cap sizes. This diversification allows for potential growth through exposure to various economies, industries, and companies worldwide, catering to investors who seek a global investment footprint.

• Domestic and Foreign Fixed Income Securities

  Part of the fund’s strategy involves investments in fixed income securities, which include bonds of any duration or credit quality from issuers in both the United States and abroad. This includes high yield bonds, often referred to as junk bonds, which typically offer higher yields in exchange for higher credit risk. This balanced approach aims to generate income for the fund while mitigating risk through diversification across different types of debt instruments.