Pfg Fidelity Institutional Fund Manager Performance Evaluation
The fund holds a Beta of 0.65, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pfg Fidelity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pfg Fidelity is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pfg Fidelity Institutional are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Pfg Fidelity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePfg |
Pfg Fidelity Relative Risk vs. Return Landscape
If you would invest 1,553 in Pfg Fidelity Institutional on November 16, 2025 and sell it today you would earn a total of 94.00 from holding Pfg Fidelity Institutional or generate 6.05% return on investment over 90 days. Pfg Fidelity Institutional is currently producing 0.0989% returns and takes up 0.7197% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Pfg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pfg Fidelity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pfg Fidelity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pfg Fidelity Institu can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Pfg Fidelity Institu is not yet fully synchronised with the market data | |
| Pfg Fidelity Institu has some characteristics of a very speculative penny stock | |
| The fund maintains 97.9% of its assets in stocks |
Pfg Fidelity Fundamentals Growth
Pfg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pfg Fidelity, and Pfg Fidelity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pfg Mutual Fund performance.
| Total Asset | 142.62 M | ||||
Things to note about Pfg Fidelity Institu performance evaluation
Checking the ongoing alerts about Pfg Fidelity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pfg Fidelity Institu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pfg Fidelity Institu is not yet fully synchronised with the market data | |
| Pfg Fidelity Institu has some characteristics of a very speculative penny stock | |
| The fund maintains 97.9% of its assets in stocks |
- Analyzing Pfg Fidelity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pfg Fidelity's stock is overvalued or undervalued compared to its peers.
- Examining Pfg Fidelity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pfg Fidelity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pfg Fidelity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pfg Fidelity's mutual fund. These opinions can provide insight into Pfg Fidelity's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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