Pacific Mutual Fund Quote

PFPCX -  USA Fund  

USD 17.55  0.08  0.45%

Pacific Funds is trading at 17.55 as of the 19th of October 2021; that is -0.45 percent decrease since the beginning of the trading day. The fund's open price was 17.63. Pacific Funds has about a 43 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pacific Funds SmallMid-Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of July 2021 and ending today, the 19th of October 2021. Click here to learn more.
 Market Performance
3 of 100
  Odds Of Distress
Less than 43
The investment seeks long-term capital appreciation. 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. The adviser defines small and medium capitalization companies as companies whose market capitalizations fall within the range of the Russell 2500 Index. More on Pacific Funds SmallMid-Cap

Pacific Funds 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
The fund generated three year return of 0.0%
Pacific Funds SmallM maintains 99.46% of its assets in stocks
Legal NamePacific Funds SmallMid-Cap
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Pacific Funds' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Beta In Three Year1.24
Startdate1st of August 2019
Pacific Funds SmallMid-Cap [PFPCX] is traded in USA and was established 19th of October 2021. The fund is listed under Small Blend category and is part of Pacific Funds Series Trust family. Pacific Funds SmallM at this time has accumulated 367.76 M in assets with minimum initial investment of 1 K. , while the total return for the last 3 years was -0.37%.
Check Pacific Funds Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pacific Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pacific Funds , and the less return is expected.

Top Pacific Funds SmallMid-Cap Constituents

Pacific Funds Target Price Odds Analysis

What are Pacific Funds' target price odds to finish over the current price? Based on a normal probability distribution, the odds of Pacific Funds jumping above the current price in 90 days from now is about 6.92%. The Pacific Funds SmallMid-Cap 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 SmallMid-Cap has a beta of -0.0104 indicating as returns on benchmark increase, returns on holding Pacific Funds are expected to decrease at a much lower rate. During the bear market, however, Pacific Funds SmallMid-Cap is likely to outperform the market. Additionally, the company has an alpha of 0.0569, implying that it can generate a 0.0569 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 17.55HorizonTargetOdds Up 17.55 
92.85%90 days
 17.55 
6.92%
Based on a normal probability distribution, the odds of Pacific Funds to move above the current price in 90 days from now is about 6.92 (This Pacific Funds SmallMid-Cap probability density function shows the probability of Pacific Mutual Fund to fall within a particular range of prices over 90 days) .

Pacific Funds SmallM 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 SmallMid-Cap at a given time.

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 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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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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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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.