Pfg Br Equity Fund Quote
| PFESX Fund | USD 15.01 0.07 0.46% |
PerformanceInsignificant
| Odds Of DistressBelow Average
|
Pfg Br is trading at 15.01 as of the 22nd of June 2025; that is 0.46 percent down since the beginning of the trading day. The fund's open price was 15.08. Pfg Br has about a 30 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of March 2025 and ending today, the 22nd of June 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in ETFs managed by BlackRock Fund Advisors, LLC . In addition, at least 80 percent of the funds net assets will be invested in BlackRock underlying funds that invest primarily in either or both U.S. More on Pfg Br Equity
Moving together with Pfg Mutual Fund
Pfg Mutual Fund Highlights
| Fund Concentration | The Pacific Financial Group Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, The Pacific Financial Group (View all Sectors) |
| Update Date | 31st of March 2025 |
Pfg Br Equity [PFESX] is traded in USA and was established 22nd of June 2025. Pfg Br is listed under The Pacific Financial Group category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of The Pacific Financial Group family. Pfg Br Equity at this time has accumulated 181.06 M in assets with no minimum investment requirements
Check Pfg Br Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pfg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pfg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pfg Br Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pfg Br Equity Mutual Fund Constituents
| DMXF | iShares ESG Advanced | Etf | Foreign Large Blend | |
| DSI | iShares MSCI KLD | Etf | Large Blend | |
| ESGD | iShares ESG Aware | Etf | Foreign Large Blend | |
| ESGE | iShares ESG Aware | Etf | Diversified Emerging Mkts | |
| ESGU | iShares ESG Aware | Etf | Large Blend | |
| ESML | iShares ESG Aware | Etf | Small Blend | |
| SUSA | iShares MSCI USA | Etf | Large Blend | |
| USXF | iShares ESG Advanced | Etf | Large Growth |
Pfg Br Equity Risk Profiles
| Mean Deviation | 1.01 | |||
| Semi Deviation | 1.63 | |||
| Standard Deviation | 1.78 | |||
| Variance | 3.17 |
Pfg Br Against Markets
Other Information on Investing in Pfg Mutual Fund
Pfg Br financial ratios help investors to determine whether Pfg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pfg with respect to the benefits of owning Pfg Br security.
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