PFESX Mutual Fund

NAV$19.27

AUM$506M

TER2.10%

Holdings14

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PFESX Mutual Fund

NAV$19.27

PFG BR Target Allocation Equity Strategy Fund Class R

AUM$506M

TER2.10%

Holdings14

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of PFESX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

PFESX Mutual Fund Sector Allocation

PFESX sector allocation breaks down across Financials (100.2%). Across 14 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PFESX sector exposure is important for understanding concentration risk. With Financials at 100.2%, the fund has significant sector concentration.

PFESX geographic allocation shows country exposure. PFESX overlap calculator reveals how sector exposure compares with other funds.