Parnassus Fixed Financial Statements From 2010 to 2024

PFPLX Fund  USD 14.70  0.04  0.27%   
Parnassus Fixed financial statements provide useful quarterly and yearly information to potential Parnassus Fixed Income investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Parnassus Fixed financial statements helps investors assess Parnassus Fixed's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Parnassus Fixed's valuation are summarized below:
Parnassus Fixed Income does not presently have any trending fundamental ratios for analysis.
Check Parnassus Fixed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Parnassus main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Parnassus financial statements analysis is a perfect complement when working with Parnassus Fixed Valuation or Volatility modules.
  
This module can also supplement various Parnassus Fixed Technical models . Check out the analysis of Parnassus Fixed Correlation against competitors.

Parnassus Cash Position Weight Analysis

Parnassus Fixed's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Cash Percentage

 = 

% of Cash

in the fund

More About Cash Position Weight | All Equity Analysis

Current Parnassus Fixed Cash Position Weight

    
  6.23 %  
Most of Parnassus Fixed's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Parnassus Fixed Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Competition

Parnassus Fixed Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Parnassus Fixed Income has 6.23% in Cash Position Weight. This is much higher than that of the Parnassus family and significantly higher than that of the Family category. The cash position weight for all United States funds is notably lower than that of the firm.

Parnassus Fixed Income Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Parnassus Fixed's current stock value. Our valuation model uses many indicators to compare Parnassus Fixed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Parnassus Fixed competition to find correlations between indicators driving Parnassus Fixed's intrinsic value. More Info.
Parnassus Fixed Income is rated below average in three year return among similar funds. It is rated below average in net asset among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Parnassus Fixed by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Parnassus Fixed's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Parnassus Fixed's earnings, one of the primary drivers of an investment's value.

About Parnassus Fixed Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Parnassus Fixed income statement, its balance sheet, and the statement of cash flows. Parnassus Fixed investors use historical funamental indicators, such as Parnassus Fixed's revenue or net income, to determine how well the company is positioned to perform in the future. Although Parnassus Fixed investors may use each financial statement separately, they are all related. The changes in Parnassus Fixed's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Parnassus Fixed's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Parnassus Fixed Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Parnassus Fixed. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in a diversified portfolio of bonds and other fixed income instruments. It principally invests in corporate bonds, U.S. Treasuries and supranational bonds, with an emphasis on corporate bonds. The fund may also invest in U.S. governmental agencies, commercial and residential mortgage-backed securities and other asset-backed securities. It invests mainly in domestic securities, and to a lesser extent may also invest in U.S. dollar denominated foreign securities.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Parnassus Fixed in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Parnassus Fixed's short interest history, or implied volatility extrapolated from Parnassus Fixed options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Parnassus Fixed Income using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out the analysis of Parnassus Fixed Correlation against competitors.
You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Complementary Tools for Parnassus Mutual Fund analysis

When running Parnassus Fixed's price analysis, check to measure Parnassus Fixed's 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 Parnassus Fixed is operating at the current time. Most of Parnassus Fixed's value examination focuses on studying past and present price action to predict the probability of Parnassus Fixed's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Parnassus Fixed's price. Additionally, you may evaluate how the addition of Parnassus Fixed to your portfolios can decrease your overall portfolio volatility.
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Stocks Directory
Find actively traded stocks across global markets
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Please note, there is a significant difference between Parnassus Fixed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Parnassus Fixed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Parnassus Fixed's 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.