Riskproreg 30 Fund Quote
| PFSEX Fund | USD 15.80 0.03 0.19% |
PerformanceGood
| Odds Of DistressLow
|
Riskproreg is trading at 15.80 as of the 11th of September 2025; that is 0.19% increase since the beginning of the trading day. The fund's open price was 15.77. Riskproreg has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. The performance scores are derived for the period starting the 13th of June 2025 and ending today, the 11th of September 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing more than 80 percent of the funds assets in shares of mutual funds or exchange-traded funds advised by J.P. Morgan Investment Management Inc. , under normal market circumstances . The Adviser utilizes RiskPro to manage the funds volatility as a whole, and to assess the impact of the funds investment in JP Morgan underlying funds and other underlying funds.. More on Riskproreg 30 Fund
Moving together with Riskproreg Mutual Fund
Riskproreg Mutual Fund Highlights
| Fund Concentration | The Pacific Financial Group Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, The Pacific Financial Group (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | April |
Riskproreg 30 Fund [PFSEX] is traded in USA and was established 11th of September 2025. Riskproreg is listed under The Pacific Financial Group category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of The Pacific Financial Group family. This fund at this time has accumulated 248.99 M in assets with no minimum investment requirementsRiskproreg 30 is currently producing year-to-date (YTD) return of 10.21% with the current yeild of 0.01%, while the total return for the last 3 years was 13.13%.
Check Riskproreg Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Riskproreg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Riskproreg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Riskproreg 30 Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Riskproreg 30 Fund Mutual Fund Constituents
| IVVIX | Ivy Small Cap | Mutual Fund | Small Blend | |
| JHEQX | Jpmorgan Hedged Equity | Mutual Fund | Options Trading | |
| VEUVX | Jpmorgan Europe Dynamic | Mutual Fund | Europe Stock | |
| SEEGX | Jpmorgan Large Cap | Mutual Fund | Large Growth | |
| OGFAX | Jpmorgan Equity Index | Mutual Fund | Large Blend | |
| JVAL | JPMorgan Value Factor | Etf | Large Value | |
| JPUS | JPMorgan Diversified Return | Etf | Mid-Cap Value | |
| JPSE | JPMorgan Diversified Return | Etf | Small Blend |
Riskproreg 30 Risk Profiles
| Mean Deviation | 0.4569 | |||
| Semi Deviation | 0.3683 | |||
| Standard Deviation | 0.5908 | |||
| Variance | 0.349 |
Riskproreg Against Markets
Other Information on Investing in Riskproreg Mutual Fund
Riskproreg financial ratios help investors to determine whether Riskproreg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Riskproreg with respect to the benefits of owning Riskproreg security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |