PFG Balanced Strategy Fund Class R (PFDBX) Research
The fund strives to achieve its financial goals primarily by allocating capital to other investment vehicles, specifically mutual funds and exchange-traded funds (collectively known as "underlying funds"). These underlying funds predominantly direct their investments into stocks and/or bonds issued in the United States, thereby providing the main fund with broad exposure to the American equity and fixed-income markets. A significant portion, ranging from 50% to 70%, of the fund's total assets is committed to underlying funds that focus on U.S. domestic equity securities, without considering the size of the companies. Additionally, at least 25% of the fund's assets must consistently be invested in domestic equity securities.
Market snapshot
- Symbol
- PFDBX
- Price
- $9.90
- Day change
- 0.00%
- Market cap
- $8.2M
- 52-week range
- 9.86-12.34
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG Beutel Goodman International Equity Fund Class N (APINX)
- American Beacon Continuous Capital Emerging Markets Fund - Investor Class (CCEPX)
- GMO Risk Premium Fund Class VI (GMOKX)
- GMO Risk Premium Fund Class III (GMRPX)
- Issachar Fund Class N (LIONX)
- Oberweis Emerging Markets Fund - Investor Class (OBEMX)
- QCI Balanced Fund Institutional Cl (QCIBX)
- Tortoise Energy Evolution Fund Institutional Class (TOPIX)
Open PFG Balanced Strategy Fund Class R (PFDBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.