PFG Invesco® Equity Factor Rotation Strategy Fund
Shareclass
PFG Invesco® Eq Fact Rotation Strtgy I (PFIOX)
Type
Open-end mutual fund
Manager
Military contractors
Largest international arms manufacturers and military contractors
63
holdings
$2.1M
invested
3.57%
of portfolio
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
28
holdings
$1.49M
invested
2.54%
of portfolio
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
17
holdings
$970,068
invested
1.65%
of portfolio
Military weapon companies
63 holdings
63 holdings
- 1. GE Aerospace
$440,3020.75% - 2. RTX Corp
$240,7950.41% - 3. Lockheed Martin Corp$232,1190.39%
- 4. Caterpillar Inc$182,4270.31%
- 5. Parker Hannifin Corp$110,7340.19%
See all
For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers
We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.
PFG Invesco® Equity Factor Rotation Strategy Fund earns a D grade for investments in military weapons
Tweet 
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
Search more funds
Financial performance
Performance data provided by
Find more financial data on PFIOX at Morningstar.com
Find more financial data on PFIOX at Morningstar.comAsk your employer about weapon free options for your retirement plan
Find socially responsible funds that are weapon free
Visit Fossil Free Funds to see exposure to fossil fuels
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer