Pacific Mutual Fund Quote

PLBCX
 Fund
  

USD 9.18  0.02  0.22%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Pacific Funds is trading at 9.18 as of the 30th of June 2022; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 9.16. Pacific Funds has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Pacific Funds Floating are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of May 2022 and ending today, the 30th of June 2022. Click here to learn more.
The fund invests principally in income producing floating rate loans and floating rate debt securities. Pacific Funds is traded on NASDAQ Exchange in the United States. More on Pacific Funds Floating

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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.
Pacific Funds generated a negative expected return over the last 90 days
Pacific Funds is unlikely to experience financial distress in the next 2 years
The fund maintains about 10.41% of its assets in cash
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
Startdate30th of June 2011
Pacific Funds Floating [PLBCX] is traded in USA and was established 30th of June 2022. The fund is listed under Bank Loan category and is part of Pacific Funds Series Trust family. Pacific Funds Floating at this time has accumulated 4.05 B in assets with no minimum investment requirements, while the total return for the last 3 years was 1.07%.
Check Pacific Funds Probability Of Bankruptcy

Instrument Allocation

Top Pacific Funds Floating 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 over 95.22%. The Pacific Funds Floating 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 0.0589 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 Floating will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Pacific Funds Floating is significantly underperforming DOW.
  Odds Below 9.18HorizonTargetOdds Above 9.18
4.62%90 days
 9.18 
95.22%
Based on a normal probability distribution, the odds of Pacific Funds to move above the current price in 90 days from now is over 95.22 (This Pacific Funds Floating probability density function shows the probability of Pacific Mutual Fund to fall within a particular range of prices over 90 days) .

Pacific Funds Floating 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 Floating 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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Volatility Analysis

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Investing Pacific Funds Floating

You need to understand the risk of investing before taking a position in Pacific Funds. The danger of trading Pacific Funds Floating 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 Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Pacific Funds Floating 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.
Please check Your Equity Center. Note that the Pacific Funds Floating 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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

Complementary Tools for Pacific Mutual Fund analysis

When running Pacific Funds Floating 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.