PFSVX Mutual Fund

PFSVX Mutual Fund (iMGP Small Company Fund Institutional Class) is managed by iMGP Funds with $46.8M in net assets. PFSVX expense ratio is 1.22%, holding 69 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2020-07-31.

PFSVX performance shows a YTD return of 7.29%. The 1-year return is 9.95% and the 5-year return is 4.84%. PFSVX dividend yield stands at 0.01%, paid annually.

PFSVX top holdings include Perimeter Soluti (3.7%), Landbridge Company, Llc (3.0%), Medpace Holdings Inc (2.9%), Repligen Corp (2.7%), Ingevity Corp (2.7%). 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.