Riskproreg Pfg 30 Fund Quote

PFSMX Fund  USD 10.18  0.07  0.69%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 29

 
High
 
Low
Below Average
Riskproreg; Pfg is trading at 10.18 as of the 25th of November 2024; that is 0.69% increase since the beginning of the trading day. The fund's open price was 10.11. Riskproreg; Pfg has about a 29 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Riskproreg Pfg 30 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of June 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing more than 80 percent of the funds assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds managed by MFS. The balance of the funds net assets will be invested in MFS underlying funds or mutual funds or ETFs managed by the advisers other than MFS , under normal market circumstances.. More on Riskproreg Pfg 30

Moving together with Riskproreg; Mutual Fund

  0.96PFESX Pfg Br EquityPairCorr
  0.94PFGGX Pfg American FundsPairCorr
  0.97PFFFX Pfg Fidelity InstituPairCorr

Moving against Riskproreg; Mutual Fund

  0.35PFFBX Pfg Fidelity InstituPairCorr

Riskproreg; Mutual Fund Highlights

Fund ConcentrationThe Pacific Financial Group Funds, Large Growth Funds, World Large-Stock Blend Funds, World Large-Stock Blend, The Pacific Financial Group (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of August 2022
Fiscal Year EndApril
Riskproreg Pfg 30 [PFSMX] is traded in USA and was established 25th of November 2024. Riskproreg; Pfg 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. This fund at this time has accumulated 90.02 M in assets with no minimum investment requirementsRiskproreg Pfg 30 is currently producing year-to-date (YTD) return of 14.16%, while the total return for the last 3 years was 2.76%.
Check Riskproreg; Pfg 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 Riskproreg; 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 Riskproreg; 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 Riskproreg Pfg 30 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 Riskproreg Pfg 30 Mutual Fund Constituents

COMTiShares GSCI CommodityEtfCommodities Broad Basket
MEIKXMfs Value FundMutual FundLarge Value
MFEKXMfs Growth FundMutual FundLarge Growth
MFRKXMfs Research FundMutual FundLarge Blend
MGLIXMfs Global RealMutual FundGlobal Real Estate
MGLRXMfs Global RealMutual FundGlobal Real Estate
MGRDXMfs International GrowthMutual FundForeign Large Growth
MIEIXMfs Institutional InternationalMutual FundForeign Large Blend
More Details

Riskproreg Pfg 30 Risk Profiles

Riskproreg; Pfg Against Markets

Other Information on Investing in Riskproreg; Mutual Fund

Riskproreg; Pfg financial ratios help investors to determine whether Riskproreg; 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 Riskproreg; with respect to the benefits of owning Riskproreg; Pfg security.
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