Pimco Fundamental Financial Statements From 2010 to 2024
| PTFAX Fund | USD 8.09 0.07 0.86% |
Check Pimco Fundamental financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Pimco main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Pimco financial statements analysis is a perfect complement when working with Pimco Fundamental Valuation or Volatility modules.
Pimco |
Pimco Fundamental Advantage Mutual Fund Annual Yield Analysis
Pimco Fundamental's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Pimco Fundamental Annual Yield | 0.03 % |
Most of Pimco Fundamental's fundamental indicators, such as Annual Yield, 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, Pimco Fundamental Advantage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Pimco Fundamental Advantage has an Annual Yield of 0.0273%. This is 93.5% lower than that of the PIMCO family and significantly higher than that of the Equity Market Neutral category. The annual yield for all United States funds is notably lower than that of the firm.
Pimco Fundamental Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Fundamental's current stock value. Our valuation model uses many indicators to compare Pimco Fundamental value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Fundamental competition to find correlations between indicators driving Pimco Fundamental's intrinsic value. More Info.Pimco Fundamental Advantage is rated top fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 55.50 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Pimco Fundamental by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Pimco Fundamental'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 Pimco Fundamental's earnings, one of the primary drivers of an investment's value.About Pimco Fundamental Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Pimco Fundamental income statement, its balance sheet, and the statement of cash flows. Pimco Fundamental investors use historical funamental indicators, such as Pimco Fundamental's revenue or net income, to determine how well the company is positioned to perform in the future. Although Pimco Fundamental investors may use each financial statement separately, they are all related. The changes in Pimco Fundamental's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Pimco Fundamental'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 Pimco Fundamental Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Pimco Fundamental. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective under normal circumstances by obtaining long exposure to a portfolio of stocks and short exposure to the SP 500 Index , and complementing this equity market neutral exposure with absolute return bond alpha strategy. It may invest up to 25 percent of its total assets in securities and instruments that are economically tied to emerging market countries. The fund may also invest up to 10 percent of its total assets in preferred securities.
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Check out the analysis of Pimco Fundamental Correlation against competitors. Note that the Pimco Fundamental information on this page should be used as a complementary analysis to other Pimco Fundamental's 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 AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.