Pfg Invesco Thematic Fund Quote
| PFIOX Fund | USD 9.12 0.06 0.66% |
Performance0 of 100
| Odds Of DistressLess than 29
|
Pfg Invesco is trading at 9.12 as of the 21st of December 2024; that is 0.66% up since the beginning of the trading day. The fund's open price was 9.06. Pfg Invesco has about a 29 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2023 and ending today, the 21st of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its assets in mutual funds and exchange traded funds managed by Invesco Advisers, Inc. or its affiliates collectively , an indirect wholly-owned subsidiary of Invesco Ltd. More on Pfg Invesco Thematic
Moving together with Pfg Mutual Fund
Pfg Mutual Fund Highlights
| Fund Concentration | The Pacific Financial Group Funds, Large Blend Funds, World Small/Mid Stock Funds, World Small/Mid Stock, The Pacific Financial Group (View all Sectors) |
| Update Date | 31st of December 2024 |
Pfg Invesco Thematic [PFIOX] is traded in USA and was established 21st of December 2024. Pfg Invesco is listed under The Pacific Financial Group category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of The Pacific Financial Group family. Pfg Invesco Thematic at this time has accumulated 56.4 M in assets with no minimum investment requirements
Check Pfg Invesco 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 Pfg 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 Pfg 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 Pfg Invesco Thematic 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.
Pfg Invesco Thematic Risk Profiles
| Mean Deviation | 0.4648 | |||
| Standard Deviation | 0.6531 | |||
| Variance | 0.4265 | |||
| Risk Adjusted Performance | (0.01) |
Pfg Invesco Against Markets
Other Information on Investing in Pfg Mutual Fund
Pfg Invesco 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 Invesco security.
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