PFG Invesco® Equity Factor Rotation Strategy Fund
Shareclass
PFG Invesco® Eq Fact Rotation Strtgy I (PFIOX)
Type
Open-end mutual fund
Manager
Flagged investments:
$8.46 MILLION, 14% of assets
Higher risk:
$1.35 MILLION, 2.29% of assets
Private prison operators:
$18,370, 0.03% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
30
holdings
$6.74M
invested
11%
of portfolio
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
38
holdings
$4.54M
invested
7.72%
of portfolio
This fund is invested in the following private prison operator companies:
All flagged holdings
54 holdings
54 holdings
- 1.Costco Wholesale Corp
$1.2M2.04% - 2.Amazon.com Inc
$1.2M2.03% - 3.Walmart Inc$1.02M1.73%
- 4.Berkshire Hathaway Inc Class B$1.01M1.71%
- 5.Microsoft Corp$551,3970.94%
Higher risk
Private prison operator
Private prison operator
See all
PFG Invesco® Equity Factor Rotation Strategy Fund $PFIOX is 14% ($8.46 MILLION) invested in companies with prison involvement
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
PFG Invesco® Equity Factor Rotation Strategy Fund PFIOX
Environment
Social
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Financial performance
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Find more financial data on PFIOX at Morningstar.com
Find more financial data on PFIOX at Morningstar.comAsk your employer about adding prison industrial complex-free options to your retirement plan
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