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PFG Global Strategy Fund Class R Stock AnalysisComprehensive stock analysis for PFG Global Strategy Fund Class R (PFDGX) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisPFDGX
PFDGX
PFG Global Strategy Fund Class R
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
PFDGX
Home🔹Stocks🔹PFG Global Strategy Fund Class R

PFG Global Strategy Fund Class R

🇺🇸PFDGX•NASDAQ

PFG Global Strategy Fund Class R

🇺🇸PFDGX•NASDAQ
Market cap
$2.19M
Sentiment

Your view on PFDGX

Mkt Cap
$2.19M
Sentiment
Your view
PFDGX
PFG Global Strategy Fund Class R
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
PFDGX
Company Overview

Overview

What the company does, where it operates, and who runs it.

About PFG Global Strategy Fund Class R

Industry
Asset Management - Global
Sector
Financial Services
CEO
Not available
Headquarters
225 Pictoria Drive, Cincinnati, OH, US
Industry
Asset Management - Global
Sector
Financial Services
CEO
Not available
Headquarters
225 Pictoria Drive, Cincinnati, OH, US
Description

The fund's primary strategy for achieving its investment objectives involves channeling capital into shares of other mutual funds and exchange-traded funds, known as underlying funds. These underlying funds are themselves chiefly invested in international stock markets. This layered approach is designed to provide comprehensive access to the global broad equity market, which is benchmarked by the MSCI All Country World Index.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for PFG Global Strategy Fund Class R, and the rating behind it. PFDGX last traded at $12.19; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for PFG Global Strategy Fund Class R. Starting points for PFG Global Strategy Fund Class R: beta 0.98 — an Asset Management - Global name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for PFG Global Strategy Fund Class R. PFG Global Strategy Fund Class R paid $0.09 per share over the last year — a 0.8% yield at the current $12.19 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for PFG Global Strategy Fund Class R. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for PFG Global Strategy Fund Class R. PFG Global Strategy Fund Class R has reported as a listed company since 2017. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

PFG Global Strategy Fund Class R valued side by side against its closest peers. PFG Global Strategy Fund Class R is measured against Asset Management - Global peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold PFG Global Strategy Fund Class R, and how their positions are changing. At a $2.2M market value, institutional positions materially move PFG Global Strategy Fund Class R's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by PFG Global Strategy Fund Class R executives and directors. Shares of PFG Global Strategy Fund Class R have traded between $10.80 and $12.46 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming PFG Global Strategy Fund Class R. PFG Global Strategy Fund Class R is a $2.2M Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming PFG Global Strategy Fund Class R. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for PFG Global Strategy Fund Class R. Coverage tracks PFG Global Strategy Fund Class R within Asset Management - Global (Financial Services). Press releases and market coverage, newest first.

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News

Latest Market News