Pacific Funds Portfolio Fund Quote

POACX Fund  USD 9.40  0.04  0.43%   

Performance

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Odds Of Distress

Less than 44

 
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Pacific Funds is trading at 9.40 as of the 28th of March 2024; that is 0.43 percent increase since the beginning of the trading day. The fund's open price was 9.36. Pacific Funds has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Pacific Funds Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
The investment seeks current income and preservation of capital. Pacific Funds is traded on NASDAQ Exchange in the United States. More on Pacific Funds Portfolio

Moving together with Pacific Mutual Fund

  0.83FASIX Fidelity Asset ManagerPairCorr
  0.83FTIWX Fidelity Asset ManagerPairCorr
  0.84FTDWX Fidelity Asset ManagerPairCorr
  0.83FTAWX Fidelity Asset ManagerPairCorr
  0.83FIKVX Fidelity Asset ManagerPairCorr
  0.84FTCWX Fidelity Asset ManagerPairCorr
  0.87VASIX Vanguard LifestrategyPairCorr

Pacific Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Pacific Funds' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Pacific Funds or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAllocation--15% to 30% Equity, Pacific Funds Series Trust (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of August 2022
Fiscal Year EndMarch
Pacific Funds Portfolio [POACX] is traded in USA and was established 28th of March 2024. The fund is listed under Allocation--15% to 30% Equity category and is part of Pacific Funds Series Trust family. This fund at this time has accumulated 170.29 M in assets with minimum initial investment of 1 K. Pacific Funds Portfolio is currently producing year-to-date (YTD) return of 1.52% with the current yeild of 0.03%, while the total return for the last 3 years was -1.27%.
Check Pacific Funds Probability Of Bankruptcy

Instrument Allocation

Pacific Funds Target Price Odds Analysis

Based on a normal probability distribution, the odds of Pacific Funds jumping above the current price in 90 days from now is under 4%. The Pacific Funds Portfolio probability density function shows the probability of Pacific Funds mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Pacific Funds has a beta of 0.4299 indicating as returns on the market go up, Pacific Funds average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pacific Funds Portfolio will be expected to be much smaller as well. Additionally, pacific Funds Portfolio has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 9.4HorizonTargetOdds Above 9.4
95.83%90 days
 9.40 
3.91%
Based on a normal probability distribution, the odds of Pacific Funds to move above the current price in 90 days from now is under 4 (This Pacific Funds Portfolio probability density function shows the probability of Pacific Mutual Fund to fall within a particular range of prices over 90 days) .

Pacific Funds Portfolio Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Pacific Funds market risk premium is the additional return an investor will receive from holding Pacific Funds long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Pacific Funds. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Pacific Funds' alpha and beta are two of the key measurements used to evaluate Pacific Funds' performance over the market, the standard measures of volatility play an important role as well.

Pacific Funds Against Markets

Picking the right benchmark for Pacific Funds mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Pacific Funds mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Pacific Funds is critical whether you are bullish or bearish towards Pacific Funds Portfolio at a given time. Please also check how Pacific Funds' historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Pacific Funds without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Pacific Mutual Fund?

Before investing in Pacific Funds, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Pacific Funds. To buy Pacific Funds fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Pacific Funds. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Pacific Funds fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Pacific Funds Portfolio fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Pacific Funds Portfolio fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Pacific Funds Portfolio, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Pacific Funds Portfolio?

The danger of trading Pacific Funds Portfolio is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Pacific Funds is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Pacific Funds. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Pacific Funds Portfolio is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pacific Funds Portfolio. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Pacific Funds Portfolio information on this page should be used as a complementary analysis to other Pacific Funds' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

Complementary Tools for Pacific Mutual Fund analysis

When running Pacific Funds' price analysis, check to measure Pacific Funds' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pacific Funds is operating at the current time. Most of Pacific Funds' value examination focuses on studying past and present price action to predict the probability of Pacific Funds' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pacific Funds' price. Additionally, you may evaluate how the addition of Pacific Funds to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Pacific Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine if Pacific Funds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pacific Funds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.