Morningstar

PFG Fidelity Institutional AM & Equity Sector Strategy Fund Class I Shares PFFSX

Morningstar Medalist Rating
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Medalist Rating as of See The Pacific Financial Group Investment Hub
  • NAV / 1-Day Return $15.92  /  +0.57 %
  • Fund Size $646.0M
  • Adjusted Expense Ratio 2.240%
  • Net Expense Ratio 1.930%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 120%
NAV and 1-Day Return as of

Morningstar’s Analysis PFFSX

Will PFFSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFFSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PFFSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PFFSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PFG Fdlt Ins AM&Eq Sctr Str I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PFFSX

More PFFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Advisor Technology - Z

24.58 155M
—

Fidelity MSCI Energy ETF

15.14 95M
—

Fidelity Advisor Communication ServicesZ

14.12 89M
—

Fidelity MSCI Consumer Discret ETF

10.67 67M
—

Fidelity MSCI Health Care ETF

9.53 60M
—

Fidelity MSCI Utilities ETF

8.20 52M
—

Fidelity MSCI Financials ETF

6.93 44M
—

Fidelity Advisor Semiconductors Z

4.78 30M
—

Fidelity MSCI Industrials ETF

3.47 22M
—

Fidelity MSCI Materials ETF

2.03 13M
—

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