PGIM Jennison Financial Services Fund (PFSZX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFSZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFSZX
PFSZX charges 1.00% annually. There are 10 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.50B | Feb 2004 | PFSZX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | PFSZX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | PFSZX vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | PFSZX vs FIDSX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | PFSZX vs FSLBX |
Best Risk-Adjusted Alternatives to PFSZX
PFSZX has a PortfoliosLab risk / return rank of 7. There are 21 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 72.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 72 | — | Oct 2018 | PFSZX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 70 | — | Oct 2018 | PFSZX vs GAFSX | |
| RMB Mendon Financial Services Fund | 58 | — | Jun 1999 | PFSZX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 37 | — | Jan 1997 | PFSZX vs HSFNX | |
| Rydex Banking Fund | 35 | — | Apr 1998 | PFSZX vs RYKIX |
Top Performing PFSZX Alternatives (YTD)
PFSZX is at -0.04% YTD. There are 19 mutual funds in the Financials Equities category with higher YTD returns, going as high as 12.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 12.74% | — | Jun 1999 | PFSZX vs RMBKX | |
| John Hancock Regional Bank Fund | 11.77% | — | Jan 1992 | PFSZX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 11.07% | — | Aug 1994 | PFSZX vs BTO | |
| Hennessy Small Cap Financial Fund | 10.50% | — | Jan 1997 | PFSZX vs HSFNX | |
| Fidelity Select Banking Portfolio | 9.07% | — | Jun 1986 | PFSZX vs FSRBX |
Lowest Volatility Alternatives to PFSZX
PFSZX has 16.27% 1-year volatility. There are 17 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.21% | — | Aug 2003 | PFSZX vs FLC | |
| Saratoga Financial Service Fund | 9.55% | — | Aug 2000 | PFSZX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.76% | — | Oct 2018 | PFSZX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.81% | — | Oct 2018 | PFSZX vs GAFSX | |
| ICON Consumer Select Fund | 14.07% | — | Jul 1997 | PFSZX vs ICFSX |
Lowest Drawdown Alternatives to PFSZX
PFSZX has a 1-year max drawdown of -15.70%. There are 23 mutual funds in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -4.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | -4.86% | — | Aug 2000 | PFSZX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | PFSZX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | PFSZX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | PFSZX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | PFSZX vs RMBKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 12.06% | — | Sep 2021 | PFSZX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | PFSZX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | PFSZX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | PFSZX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | PFSZX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | PFSZX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | PFSZX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | PFSZX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | PFSZX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | PFSZX vs FAMRX |
Often Compared With PFSZX
Investors most often compare PFSZX with VTCLX, RYFIX, VTMFX. These 4 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 64 | 10.03% | 30.00B | Sep 1994 | PFSZX vs VTCLX | |
| Rydex Financial Services Fund | Financials Equities | 7 | 0.06% | — | Apr 1998 | PFSZX vs RYFIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio, Municipal Bonds | 76 | 5.44% | 12.30B | Sep 1994 | PFSZX vs VTMFX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 70 | 20.41% | — | Jan 2000 | PFSZX vs NASDX |
Compare PFSZX with Any Fund or Stock
Compare PFSZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFSZX with funds that move differently
PGIM Jennison Financial Services Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFSZX.
Explore PFSZX Diversifiers