We intend to revise the allocation ranges and maximum tolerance for the PFG Meeder Tactical Strategy, by increasing the permitted equity exposure from 70% to 90%. While the amount of equity exposure may be as high as 90%, as a tactical strategy, the actual amount of equity exposure will be determined based on market circumstances.
The current, and new, allocation ranges and maximum tolerance for the PFG Meeder Tactical Strategy are listed below. These changes will be made at the time our new PFG Strategies are launched in early November. The increased equity exposure in the Meeder Strategy will be factored into our decision-making process when designing new model allocations at that time.
Advisors that have created custom allocations using the PFG Meeder Strategy will need to review, and adjust, those allocations as necessary to ensure their client accounts remain in the appropriate risk category.
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Disclosure: Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”) a Registered Investment Adviser. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing. All information is believed to be accurate but has not been independently verified and TPFG makes no warranties as to the accuracy of the information or any representations made or implied.