PFSVX Mutual Fund

PFSVX Mutual Fund (iMGP Small Company Fund Institutional Class) is managed by iMGP Funds. PFSVX expense ratio is 1.22%, holding 66 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2020-07-31.

PFSVX performance shows a YTD return of 10.05%. The 1-year return is 15.93% and the 5-year return is 6.29%. PFSVX dividend yield stands at 3.84%, paid annually.

PFSVX top holdings include Perimeter Soluti (4.2%), Rbc Bearings Inc (3.5%), Ingevity Corp (2.8%), Novanta Inc. Common Stock (2.3%), Medpace Holdings Inc (2.3%). Go to all PFSVX holdings, PFSVX sectors, or PFSVX dividends.

PFSVX can be compared against other funds. Use PFSVX overlap to find shared positions, or PFSVX vs another fund for a side-by-side view. PFSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.