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% | 13.90B | 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 16. There are 19 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 88 | — | Oct 2018 | PFSZX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 86 | — | Oct 2018 | PFSZX vs GAFSX | |
| RMB Mendon Financial Services Fund | 83 | — | Jun 1999 | PFSZX vs RMBKX | |
| John Hancock Regional Bank Fund | 57 | — | Jan 1992 | PFSZX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 55 | — | Jan 1997 | PFSZX vs HSFNX |
Top Performing PFSZX Alternatives (YTD)
PFSZX is at 7.47% YTD. There are 16 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 20.12% | — | Jun 1999 | PFSZX vs RMBKX | |
| John Hancock Regional Bank Fund | 19.26% | — | Jan 1992 | PFSZX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 19.05% | — | Aug 1994 | PFSZX vs BTO | |
| Fidelity Select Banking Portfolio | 15.84% | — | Jun 1986 | PFSZX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.24% | — | Jan 1997 | PFSZX vs HSFNX |
Lowest Volatility Alternatives to PFSZX
PFSZX has 16.48% 1-year volatility. There are 16 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.38% | — | Aug 2003 | PFSZX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | PFSZX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.56% | — | Oct 2018 | PFSZX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.61% | — | Oct 2018 | PFSZX vs GAFSX | |
| ICON Consumer Select Fund | 14.30% | — | 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 10 categories. AUM among these funds goes as high as $12B.
Often Compared With PFSZX
Investors most often compare PFSZX with RYKIX, VTCLX, RYFIX. These 9 comparison targets span 8 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Banking Fund | Financials Equities | 49 | 14.12% | — | Apr 1998 | PFSZX vs RYKIX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 62 | 9.27% | 29.90B | Sep 1994 | PFSZX vs VTCLX | |
| Rydex Financial Services Fund | Financials Equities | 13 | 6.19% | — | Apr 1998 | PFSZX vs RYFIX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 66 | 9.56% | — | Jul 2010 | PFSZX vs ASFYX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 39 | 11.51% | — | Jan 2000 | PFSZX vs NASDX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio, Actively Managed | 75 | 10.24% | — | Dec 1991 | PFSZX vs FASGX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio, Municipal Bonds | 72 | 4.40% | 12.30B | Sep 1994 | PFSZX vs VTMFX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 78 | 6.42% | — | Oct 2007 | PFSZX vs FFANX | |
| BlackRock Enhanced Large Cap Core Fund, Inc. | 76 | 7.56% | — | Apr 2004 | PFSZX vs CII |
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