Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| PFG BNY MELLON DIVERSIFIER STRAT FD CL R (PFADX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG AMERICAN FUNDS CONS INC STRAT R (PFCOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG ACTIVE CORE BOND STRAT FD CL R (PFDOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG BR EQUITY ESG STRATEGY R SHARES (PFESX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG FIDELITY INSTL AM BD ESG STRAT R (PFFBX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG FDLT INS AM&EQ IDX STR R (PFFFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG FDLT INS AM&EQ SCTR STR R (PFFSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG AMERICAN FUNDS GROWTH STRATEGY R (PFGGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG INVESCO THEMATIC ESG STRATEGY R (PFIOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG JP MORGAN TACTICAL MODERATE STRAT FD (PFJDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG JANUS HENDERSON BALANCED STRAT R (PFJHX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG JP MORGAN TACTICAL AGGRESSIVE STRAT (PFSEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG MFS AGGRESSIVE GWTH STRAT FD CL R (PFSMX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG MEEDER TACTICAL STRAT FD CL R (PFTEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PFG TACTICAL INCOME STRATEGY R (PFTSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.