Pacific Mutual Fund Financials

PFPCX -  USA Fund  

USD 17.40  0.27  1.53%

Understanding current and past Pacific Funds Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Pacific Funds' financial statements are interrelated, with each one affecting the others. For example, an increase in Pacific Funds' assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Pacific Funds' financials over time to get the whole picture.
You can utilize fundamental analysis to find out if Pacific Funds SmallM is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to break down thirteen available financial ratios for Pacific Funds SmallM, which can be compared to its competitors. Please employ Pacific Funds SmallM price to sales and net asset to make a decision on whether Pacific Funds is priced adequately. Use Pacific Funds to protect your portfolios against small market fluctuations. The fund experiences a somewhat bearish sentiment, but the market may correct it shortly. Check odds of Pacific Funds to be traded at $16.88 in 90 days.

Pacific Fundamentals 

 
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With this module, you can analyze Pacific financials for your investing period. You should be able to track the changes in Pacific Funds individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 44
Pacific Funds SmallMid-Cap has less than 44 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Pacific Funds mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Pacific Funds' official financial statements usually reflect Pacific Funds' business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Pacific Funds SmallM. For example, before you start analyzing numbers published by Pacific accountants, it's critical to develop an understanding of what Pacific Funds' liquidity, profitability, and earnings quality are in the context of the Pacific Funds Series Trust space in which it operates.
Please note that past performance is not an indicator of the future performance of Pacific Funds, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Pacific Funds Company Summary

Pacific Funds competes with Vanguard Index, Vanguard Small-Cap, Vanguard Index, Vanguard Small, and Fidelity Small. The fund invests at least 80 percent of its assets in common stocks and other equity securities of small and medium capitalization U.S. companies. Pacific Funds is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressPacific Funds
Mutual Fund FamilyPacific Funds Series Trust
Mutual Fund CategorySmall Blend
BenchmarkDOW
Phone800 722 2333
CurrencyUSD - US Dollar

Pacific Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Pacific Funds's current stock value. Our valuation model uses many indicators to compare Pacific Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pacific Funds competition to find correlations between indicators driving Pacific Funds's intrinsic value. More Info.
Pacific Funds SmallMid-Cap is rated below average in minimum initial investment among similar funds. It is rated below average in net asset among similar funds making up about  367,760  of Net Asset per Minimum Initial Investment. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Pacific Funds by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Pacific Funds' 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 Pacific Funds' earnings, one of the primary drivers of an investment's value.

Pacific Funds SmallM Systematic Risk

Pacific Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pacific Funds volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-five with a total number of output elements of thirty-six. The Beta measures systematic risk based on how returns on Pacific Funds SmallM correlated with the market. If Beta is less than 0 Pacific Funds generally moves in the opposite direction as compared to the market. If Pacific Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pacific Funds SmallM is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pacific Funds is generally in the same direction as the market. If Beta > 1 Pacific Funds moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Pacific Funds Financials

What exactly are Pacific Funds Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Pacific Funds' income statement, its balance sheet, and the statement of cash flows. Potential Pacific Funds investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Pacific Funds investors may use each financial statement separately, they are all related. The changes in Pacific Funds's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Pacific Funds'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. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Pacific Funds is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Pacific grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Pacific Funds SmallMid-Cap is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 644.52 Billion. Pacific Funds adds roughly 367.76 Million in net asset claiming only tiny portion of funds listed under Small Blend category.

Pacific Funds October 28, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Pacific Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pacific Funds SmallMid-Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pacific Funds SmallMid-Cap based on widely used predictive technical indicators. In general, we focus on analyzing Pacific Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pacific Funds's daily price indicators and compare them against related drivers.
Downside Deviation1.02
Information Ratio0.0245
Maximum Drawdown4.94
Value At Risk(1.53)
Potential Upside1.9
Please check Your Equity Center. Note that the Pacific Funds SmallM 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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When running Pacific Funds SmallM 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 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 Pacific Funds value 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.