PFG BR Target Allocation EqStrtgyRShares (PFESX) Research
This fund aims to achieve its investment objectives by committing a minimum of 80% of its net assets (which includes any funds obtained through borrowing) to Exchange-Traded Funds (ETFs) overseen by BlackRock Fund Advisors, LLC (referred to as 'BlackRock underlying funds'). Furthermore, at least 80% of the fund's net assets must specifically target those BlackRock underlying funds that primarily allocate capital to equity securities, covering both U.S. and international markets, across all company sizes.
Market snapshot
- Symbol
- PFESX
- Price
- $18.91
- Day change
- +1.23%
- Market cap
- $506.4M
- 52-week range
- 15.16-19.01
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- William Blair Emerging Markets Small Cap Growth Fund Class I (BESIX)
- BlackRock Energy and Resources Trust (BGR)
- Nuveen Mid Cap Value Fund Class C (FACSX)
- FAM Small Cap Fund Investor Class (FAMFX)
- Madison Large Cap Fund Class Y (MINVX)
- Madison Large Cap Fund Class A (MNVAX)
- Columbia Select Small Cap Value Fund Class A (SSCVX)
- American Funds Tax-Exempt Preservation Portfolio Class F-1 (TEPFX)
Open PFG BR Target Allocation EqStrtgyRShares (PFESX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.