PFMS Stock Fund Price and Chart — TSX:PFMS

Overview

Analysis Holdings Discussions Technicals Seasonals

PFMS chart

Key stats

About PICTON MAHNY FORTFD MLTI STR ALT FD ETF UNIT

The fund tactically allocates between traditional and alternative asset classes based on a short to intermediate time horizon and may employ portfolio hedges through the use of options, futures and other securities. The fund utilizes a proprietary multi-layered investment process based on modern portfolio construction technique. To determine its allocation the fund utilizes multiple strategies such as long/short positions in a variety of asset classes, including equity, fixed income, commodities, and currencies, factor risk premia strategies, by ranking groups of securities by their exposure to a factor such as momentum, and alpha processes, by investing in strategies, such as market neutral. A risk-budgeting process is also employed to weigh different components of the portfolios. To measure risk, the fund uses volatility, maximum drawdown experienced through time, tail-risk (a large loss over a short time horizon) as well as both historical and hypothetical stress tests.

Classification

PFMS analysis

What's in the fund

Exposure type

Mutual fund

ETF

Cash

Government

Stocks60.80%

Finance9.70%

Technology Services4.22%

Industrial Services2.81%

Non-Energy Minerals2.77%

Utilities2.17%

Electronic Technology1.87%

Retail Trade1.75%

Energy Minerals1.39%

Transportation1.37%

Commercial Services1.17%

Consumer Services0.98%

Health Technology0.82%

Producer Manufacturing0.81%

Consumer Non-Durables0.79%

Distribution Services0.65%

Consumer Durables0.53%

Process Industries0.52%

Health Services0.25%

Communications0.24%

Bonds, Cash & Other39.20%

Mutual fund46.39%

ETF31.72%

Cash17.81%

Government17.77%

Rights & Warrants0.35%

UNIT0.13%

Futures−1.49%

Miscellaneous−73.48%

Top 10 holdings

Technicals

Summarizing what the indicators are suggesting.

Oscillators

Neutral

SellBuy

Strong sellStrong buy