Financial Services
Live Price
Offline$18.65
+0.54% today
1Y Change
+24.25%
Window
Jun 20, 2025 → Jun 12, 2026
Coverage: 246 bars · Jun 20, 2025 → Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
PFG BR Target Allocation EqStrtgyRShares (PFESX) is a fund with a market cap of $420.00M and listed on NASDAQ. The fund last traded around $18.65 and up 24.3% across the available one-year price window (Jun 20, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 2.2%. Valuation sits in the middle of the pack at price/sales 6.2. Stock Foundry combines PFESX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
PFESX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
PFESX Max Drawdown
-9.59%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for PFESX and SPY.
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
2.16%
Trailing 12M Payout
$0.39
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 30, 2025 | Dec 29, 2025 | Dec 31, 2025 | $0.39 | $0.39 | Irregular |
| Dec 29, 2022 | — | — | $0.00 | $0.00 | Special |
| Dec 30, 2020 | — | — | $0.32 | $0.32 | Special |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.