Financial Services

PFG BR Target Allocation EqStrtgyRShares(PFESX)

Fund

Live Price

Offline

$18.91

+1.23% today

1Y Change

+23.02%

Window

Jun 23, 2025 → Jun 12, 2026

Market Cap: $420.00M
Dividend Yield: 2.2%
50-Day Avg: —
Exchange: NASDAQ

Coverage: 245 bars · Jun 23, 2025 → Jun 12, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

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 $18.91 and up 23.0% across the available one-year price window (Jun 23, 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

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

PFESX

—

Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

PFESX Max Drawdown

-9.59%

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for PFESX and SPY.

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We do not have analyst estimates for PFESX yet. Once the upstream feed includes this ticker, the outlook cards and table will light up automatically.

Next Step

Put consensus data in context

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Read the analyst forecasts guide Compare stocks with this setup