PFG American Funds Growth Strategy R
OMAHA NE 68130
17605 WRIGHT STREET
Northern Lights Fund Trust
631-470-2600
管理資訊
,自 2023年4月30日 起的牽頭經辦人
Ms. Cheng is Chief Investment Officer for the Adviser. Ms. Cheng also serves as Chief Investment Officer for the Adviser’s affiliate, The Pacific Financial Group, Inc. (“TPFG”), a Washington State investment adviser registered with the Securities and Exchange Commission. Ms. Cheng joined the Adviser and TPFG in December 2022. Prior to that time, Ms. Cheng served in the following positions: in 2022, Vice President, Investment Platforms and Research at DWS Investment Management; from 2019 to 2022, Investment Strategist at Bank of New York Mellon; from 2016 to 2017, Investment Analyst & Operations at Northwestern Mutual; from 2013 to 2015, Private Banking Associate at Royal Bank of Canada Wealth Management; and from 2011 to 2013, at Royal Bank of Canada. In total, Ms. Cheng has over 9 years of financial services industry experience. Ms. Cheng is a Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), and holds a Certificate in Investment Performance Measurement (CIPM®). Ms. Cheng has a B.A. in Political Science from the University of British Columbia.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Large Growth
基金家族The Pacific Financial Group
淨資產783.9M
本年度至今日回報4.39%
收益率0.00%
晨星評級★★
成立日期2020年4月30日
基金運作
上次股息無
上次資本增益-13.00
持股週轉率12.00%
組別平均無
費用與支出
支出PFGGX類別平均
年報支出比率 (淨值)2.37%0.99%
招股書淨支出比率2.37%無
招股書總支出比率2.43%無
最高 12b1 費用無無
最高首次認購費無5.36%
最高遞延銷售費用無1.33%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
