Pmc Core Fixed Fund Quote
PMFQX Fund | USD 14.54 0.01 0.07% |
Performance0 of 100
| Odds Of DistressLess than 44
|
Pmc Core is trading at 14.54 as of the 19th of March 2024; that is -0.07 percent decrease since the beginning of the trading day. The fund's open price was 14.55. Pmc Core has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Pmc Core Fixed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2023 and ending today, the 19th of March 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in fixed income securities that are rated investment grade or better. It may invest up to 20 percent of its net assets in high-yield debt securities that are rated BB or lower by a NRSRO, or, if unrated, securities deemed by the Adviser or sub-adviser to be of comparable quality. More on Pmc Core Fixed
Moving together with Pmc Mutual Fund
1.0 | PMFIX | Pmc E Fixed | PairCorr |
0.65 | MWTNX | Metropolitan West Total | PairCorr |
0.65 | MWTSX | Metropolitan West Total | PairCorr |
Pmc 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. Pmc Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Pmc Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | PMC Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, PMC Funds (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 29th of December 2022 |
Fiscal Year End | August |
Pmc Core Fixed [PMFQX] is traded in USA and was established 19th of March 2024. Pmc Core is listed under PMC Funds category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of PMC Funds family. This fund at this time has accumulated 359.69 M in assets with minimum initial investment of 1 K. Pmc Core Fixed is currently producing year-to-date (YTD) return of 0.07% with the current yeild of 0.03%, while the total return for the last 3 years was -2.43%.
Check Pmc Core Probability Of Bankruptcy
Instrument Allocation
Top Pmc Core Fixed Mutual Fund Constituents
AGG | IShares Core US | Etf | Intermediate Core Bond |
BND | Vanguard Total Bond | Etf | Intermediate Core Bond |
FGXXX | First American Funds | Money Market Fund | US Money Market Fund |
JNK | SPDR Bloomberg High | Etf | High Yield Bond |
Pmc Core Target Price Odds Analysis
Based on a normal probability distribution, the odds of Pmc Core jumping above the current price in 90 days from now is about 72.02%. The Pmc Core Fixed probability density function shows the probability of Pmc Core mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Pmc Core has a beta of 0.635 indicating as returns on the market go up, Pmc Core average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pmc Core Fixed 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. Pmc Core Fixed is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of Pmc Core to move above the current price in 90 days from now is about 72.02 (This Pmc Core Fixed probability density function shows the probability of Pmc Mutual Fund to fall within a particular range of prices over 90 days) .
Pmc Core Fixed Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Pmc Core market risk premium is the additional return an investor will receive from holding Pmc Core 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 Pmc Core. 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 Pmc Core's alpha and beta are two of the key measurements used to evaluate Pmc Core's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.3929 | |||
Semi Deviation | 0.7074 | |||
Standard Deviation | 0.8636 | |||
Variance | 0.7458 |
Pmc Core Against Markets
Picking the right benchmark for Pmc Core 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 Pmc Core 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 Pmc Core is critical whether you are bullish or bearish towards Pmc Core Fixed at a given time. Please also check how Pmc Core's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Pmc Core without increasing your portfolio risk or giving up the 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.Did you try this?
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How to buy Pmc Mutual Fund?
Before investing in Pmc Core, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Pmc Core. To buy Pmc Core fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Pmc Core. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Pmc Core fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Pmc Core Fixed fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Pmc Core Fixed fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Pmc Core Fixed, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Pmc Core Fixed?
The danger of trading Pmc Core Fixed 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 Pmc Core 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 Pmc Core. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Pmc Core Fixed 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.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pmc Core Fixed. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in producer price index. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Complementary Tools for Pmc Mutual Fund analysis
When running Pmc Core's price analysis, check to measure Pmc Core'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 Pmc Core is operating at the current time. Most of Pmc Core's value examination focuses on studying past and present price action to predict the probability of Pmc Core's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pmc Core's price. Additionally, you may evaluate how the addition of Pmc Core to your portfolios can decrease your overall portfolio volatility.
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