PFSVX Mutual Fund
PFSVX Mutual Fund
iMGP Small Company Fund Institutional Class

PFSVX Mutual Fund Overview
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, Financials, Information Technology. Inception date: 2020-07-31.
PFSVX performance shows a YTD return of 14.65%. The 1-year return is 24.05% and the 5-year return is 6.99%. PFSVX dividend yield stands at 3.68%, paid annually.
PFSVX top holdings include Permian Resource (4.2%), Rbc Bearings Inc (3.5%), Ingevity Corp (2.8%), Novanta Inc (2.3%), Medpace Holdings Inc (2.3%). View all PFSVX holdings, sector breakdown, or dividend history.
PFSVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.