PFADX

About PFADX

PFG BNY Mellon Diversifier Strategy Fund Class I is a mutual fund designed to provide investors with income as its primary goal, while also aiming for capital appreciation as a secondary objective. The fund achieves this by allocating at least 80% of its assets to shares of other mutual funds or exchange-traded funds managed by BNY Mellon, resulting in a multi-asset, multi-strategy approach. This diversified structure allows exposure to various asset classes, including domestic and international equities of all market capitalizations and fixed-income securities from corporations and government entities across the credit spectrum, including high yield bonds. The fund is managed by The Pacific Financial Group and targets a controlled risk profile, with the adviser seeking to limit the fund’s total return range within ±15% over any twelve-month period. This makes it suitable for investors seeking a balanced blend of income generation and risk-managed growth within a single, professionally managed product. With a portfolio of select holdings, the fund plays a role in providing diversification, stability, and flexible asset allocation for its investors.