Pfg Fidelity Competition

Mutual Funds . USA . 
Fund . Pfg Fidelity Institutional
PFFSX Fund  USD 15.28  0.02  0.13%   
Pfg Fidelity Institu competes with Vanguard Small, Vanguard Mid, ABIVAX Socit, SCOR PK, and HUMANA; as well as few others. The fund is listed under Large Blend category and is part of The Pacific Financial Group family. Analyzing Pfg Fidelity competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Pfg Fidelity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pfg Fidelity Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Pfg Fidelity competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Pfg Fidelity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
14.4515.2816.11
Details
Intrinsic
Valuation
LowRealHigh
13.0113.8416.81
Details
Naive
Forecast
LowNextHigh
14.3015.1315.97
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.8515.2815.71
Details

Pfg Fidelity Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Pfg Fidelity and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Pfg and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Pfg Fidelity Institu does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
SCRYX
+ 0.97
VSCIX
VMCIX
+ 0.94
VSCIX
SCRYX
+ 0.88
VMCIX
MSTSX
+ 0.75
VMCIX
LBHIX
+ 0.72
MSTSX
LBHIX
+ 0.7
VMCIX
  
High negative correlations   
AQUI
- 1.0
AAVXF
444859BR2
- 0.79
VMCIX
444859BR2
- 0.71
VSCIX
ID
- 0.65
444859BR2
SCRYX
- 0.63
444859BR2
MSTSX
- 0.62
444859BR2

Risk-Adjusted Indicators

There is a big difference between Pfg Mutual Fund performing well and Pfg Fidelity Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Pfg Fidelity's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
VSCIX  0.76  0.12  0.05  4.63  0.77 
(0.85)
 1.76 
(1.24)
 5.35 
VMCIX  0.56  0.06  0.08  0.16  0.42 
(0.67)
 1.30 
(0.94)
 3.54 
AAVXF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SCRYY  2.12  0.43  0.13 (1.15) 2.05 
(2.81)
 5.61 
(4.09)
 12.99 
444859BR2  1.32  0.04  0.00  0.04  0.00 
 0.00 
 5.93 
(4.60)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SCRYX  0.97  0.09  0.01  0.99  0.96 
(1.10)
 2.39 
(1.69)
 7.88 
MSTSX  0.49 (0.03)(0.09) 0.05  0.52 
(0.59)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.00 (0.27) 0.00  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ID  3.81  0.25  0.03  1.85  4.78 
(4.93)
 7.69 
(7.69)
 23.97 
All Fundamental Data

Pfg Fidelity Competitive Analysis

The better you understand Pfg Fidelity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pfg Fidelity's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Pfg Fidelity's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PFFSX VSCIX VMCIX AAVXF SCRYY 444859BR2 AQUI SCRYX MSTSX LBHIX
 0.13 
 15.28 
Pfg
 0.50 
 119.06 
Vanguard
 1.33 
 76.37 
Vanguard
 0.00 
 11.05 
ABIVAX
 1.18 
 2.57 
SCOR
 0.29 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.14 
 14.38 
Small
 0.09 
 11.68 
Morningstar
 0.24 
 4.25 
Thrivent
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Risky
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
OK
Good
Very Weak
OK
Very Weak
Very Weak
Insignificant
Weak
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Below Average
Low
Low
Above Average
Below Average
Below Average
Average
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Under Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Strong Hold
Cautious Hold
Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
2.03
9.99
N/A
N/A
N/A
N/A
N/A
Net Asset
374.45 M
95.35 B
102.76 B
110.36 M
51.52 B
N/A
3.19 K
973.72 M
116.1 M
674.44 M
Profit Margin
N/A
N/A
N/A
N/A
-0.0209
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
(42.25 M)
1.23 B
N/A
(727.69 K)
N/A
N/A
N/A
Price To Book
N/A
2.08
2.46
27.57
0.67
N/A
N/A
N/A
N/A
1.58
Operating Margin
N/A
N/A
N/A
4.66
-0.0092
N/A
N/A
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
165.28 M
4.75 B
N/A
912.76 K
N/A
N/A
N/A
Five Year Return
N/A
10.52
11.21
N/A
4.83
N/A
N/A
9.71
8.13
3.31
Retained Earnings
N/A
N/A
N/A
N/A
(645.5 M)
N/A
(4.18 M)
N/A
N/A
N/A
One Year Return
N/A
30.11
29.62
N/A
N/A
N/A
N/A
26.78
18.78
11.68
Beta
N/A
N/A
N/A
1.26
1.25
N/A
7.05
N/A
N/A
N/A
Cash Position Weight
1.26
2.36
1.12
N/A
N/A
N/A
N/A
1.28
14.28
6.56
Equity Positions Weight
98.35
97.64
98.88
N/A
N/A
N/A
N/A
98.72
61.63
0.07
Number Of Employees
1
1
1
24
3.59 K
N/A
7
1
1
1
Shares Outstanding
N/A
N/A
N/A
22.3 M
1.78 B
N/A
965.83 K
N/A
N/A
N/A
Three Year Return
N/A
2.86
3.27
N/A
N/A
N/A
N/A
2.42
5.8
2.59
Cash Flow From Operations
N/A
N/A
N/A
(45.66 M)
2.41 B
N/A
(218.19 K)
N/A
N/A
N/A
Annual Yield
N/A
0.0141
0.0154
N/A
0.0789
N/A
N/A
0.0063
0.021
0.0617
Total Debt
N/A
N/A
N/A
53.45 M
3.05 B
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
-12.86
-0.0574
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
0.01
N/A
N/A
N/A
N/A
N/A
N/A
N/A
22.72
92.23
Z Score
N/A
N/A
N/A
1.8
0.6
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
Return On Asset
N/A
N/A
N/A
-0.44
-0.002
N/A
-5.5
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
0.36
3.04
N/A
-1.18
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2 K
Current Liabilities
N/A
N/A
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
Total Asset
239.33 M
119.9 B
145.28 B
110.36 M
51.52 B
N/A
3.19 K
686.96 M
215.11 M
347.66 M
Last Dividend Paid
0.04
0.05
0.05
N/A
N/A
N/A
N/A
0.06
N/A
0.02
Debt To Equity
N/A
N/A
N/A
8.03
0.43
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
57.27
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
165.36 M
4.35 B
N/A
96.58 K
N/A
50.36 M
N/A
Price To Earning
N/A
4.84
2.41
-7.88
12.21
N/A
-0.22
N/A
N/A
35.48
Price To Earnings To Growth
N/A
N/A
N/A
N/A
0.28
N/A
N/A
N/A
N/A
N/A
Price To Sales
N/A
1.29
1.61
20.65
0.2
N/A
N/A
N/A
N/A
1.23
Net Income
N/A
N/A
N/A
(41.36 M)
456 M
N/A
(627.79 K)
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
-2.59
0.25
N/A
-0.63
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
4.67
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
N/A
16.66
18.43
N/A
N/A
N/A
N/A
12.62
11.76
6.69
Revenue
N/A
N/A
N/A
37 K
16.03 B
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
10.46
11.56
N/A
N/A
N/A
N/A
N/A
N/A
6.0
Working Capital
N/A
N/A
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
26.57 M
3.52 B
N/A
1.15 K
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
1.58
1.97
N/A
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
(45.52 M)
(853 M)
N/A
(143.88 K)
N/A
N/A
N/A
Day Typical Price
15.28
119.06
76.37
11.05
2.55
80.35
0.006
14.38
11.68
4.25
Accumulation Distribution
N/A
N/A
N/A
N/A
0.0272
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
0.07
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
0.0
0.4286
(9,223,372,036,855)
0.0
9.2 T
(9,223,372,036,855)
9.2 T
Period Momentum Indicator
(0.02)
(0.60)
1.0
N/A
0.03
(0.23)
N/A
0.02
(0.01)
0.01
Rate Of Daily Change
1.0
0.99
1.01
1.0
1.01
1.0
1.0
1.0
1.0
1.0
Day Median Price
15.28
119.06
76.37
11.05
2.54
80.35
0.006
14.38
11.68
4.25
Price Action Indicator
(0.01)
(0.30)
0.5
N/A
0.05
(0.12)
N/A
0.01
(0.01)
0.005
Relative Strength Index
71.86
72.69
69.75
N/A
55.31
39.79
N/A
70.38
59.72
68.15
Coefficient Of Variation
855.17
762.58
500.21
N/A
710.08
(8,332)
N/A
1304.74
1576.86
582.72
Mean Deviation
0.5826
0.7612
0.5626
N/A
2.12
1.32
N/A
0.9681
0.4856
0.11
Jensen Alpha
0.0949
0.124
0.0601
N/A
0.4252
0.0446
N/A
0.0866
(0.03)
N/A
Total Risk Alpha
(0.01)
0.0085
0.0523
N/A
0.0691
(0.33)
N/A
(0.06)
(0.04)
(0.0002)
Sortino Ratio
0.005
0.0456
0.0772
N/A
0.1271
N/A
N/A
0.0085
(0.09)
(0.27)
Downside Variance
0.7634
0.8069
0.3946
N/A
5.97
N/A
N/A
1.23
0.3987
0.0625
Standard Deviation
0.8537
1.04
0.7199
N/A
2.88
2.57
N/A
1.37
0.6318
0.169
Kurtosis
3.4
2.84
1.23
N/A
1.46
5.82
N/A
4.76
0.1097
3.68
Potential Upside
1.42
1.76
1.3
N/A
5.61
5.93
N/A
2.39
1.21
0.2398
Treynor Ratio
(1.53)
4.63
0.155
N/A
(1.15)
0.0408
N/A
0.9857
0.0462
N/A
Maximum Drawdown
4.11
5.35
3.54
N/A
12.99
16.62
N/A
7.88
2.8
0.9552
Variance
0.7287
1.08
0.5183
N/A
8.3
6.61
N/A
1.87
0.3991
0.0286
Market Risk Adjusted Performance
(1.52)
4.64
0.165
N/A
(1.14)
0.0508
N/A
0.9957
0.0562
N/A
Risk Adjusted Performance
0.0893
0.1015
0.1501
N/A
0.1135
(0)
N/A
0.0622
0.0459
0.0947
Skewness
0.3852
0.7873
0.4262
N/A
0.7326
1.04
N/A
1.36
0.1403
1.16
Semi Deviation
0.6269
0.7689
0.4188
N/A
2.05
N/A
N/A
0.9601
0.5186
0.0
Information Ratio
0.0052
0.0394
0.0674
N/A
0.1077
(0.05)
N/A
0.0069
(0.09)
(0.39)
Value At Risk
(1.07)
(1.24)
(0.94)
N/A
(4.09)
(4.60)
N/A
(1.69)
(1.02)
(0.24)
Expected Short fall
(0.72)
(0.85)
(0.67)
N/A
(2.81)
N/A
N/A
(1.10)
(0.59)
(0.29)
Downside Deviation
0.8737
0.8983
0.6282
N/A
2.44
N/A
N/A
1.11
0.6314
0.25
Semi Variance
0.393
0.5911
0.1754
N/A
4.22
N/A
N/A
0.9218
0.2689
(0.02)

Pfg Fidelity Competition Performance Charts

Five steps to successful analysis of Pfg Fidelity Competition

Pfg Fidelity's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Pfg Fidelity Institu in relation to its competition. Pfg Fidelity's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Pfg Fidelity in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Pfg Fidelity's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Pfg Fidelity Institu, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Pfg Fidelity position

In addition to having Pfg Fidelity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run High Dividend Yield ETFs Thematic Idea Now

High Dividend Yield ETFs
High Dividend Yield ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The High Dividend Yield ETFs theme has 107 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize High Dividend Yield ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Pfg Mutual Fund

Pfg Fidelity 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 Fidelity security.
Aroon Oscillator
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