Pacific Mutual Fund Buy Hold or Sell Recommendation

PFPCX -  USA Fund  

USD 17.36  0.65  3.61%

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Pacific Funds SmallMid-Cap is 'Strong Buy'. Macroaxis provides Pacific Funds buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PFPCX positions. The advice algorithm takes into account all of Pacific Funds' available fundamental, technical, and predictive indicators you will find on this site.

Pacific Advice 

 
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The advice is provided from Pacific Funds' buy-and-hold perspective. Please check Pacific Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Pacific and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Pacific Funds SmallMid-Cap.

Execute Pacific Funds Buy or Sell Advice

The Pacific recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Pacific Funds SmallMid-Cap. Macroaxis does not own or have any residual interests in Pacific Funds SmallMid-Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Pacific Funds' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Pacific FundsBuy Pacific Funds
Strong Buy

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Pacific Funds SmallMid-Cap has a Risk Adjusted Performance of 0.1065, Jensen Alpha of 0.0286, Total Risk Alpha of 0.0077, Sortino Ratio of 0.0307 and Treynor Ratio of 0.1152
Our trade recommendations tool can cross-verify current analyst consensus on Pacific Funds SmallM and to analyze the entity potential to grow in the current economic cycle. Please employ Pacific Funds price to sales and net asset to make buy, hold, or sell decision on Pacific Funds SmallM.

Pacific Funds Trading Alerts and Improvement Suggestions

The fund generated three year return of 0.0%
Pacific Funds SmallM maintains 99.46% of its assets in stocks

Pacific Funds Returns Distribution Density

The distribution of Pacific Funds' historical returns is an attempt to chart the future uncertainty of Pacific Funds' future price movements. The chart of the probability distribution of Pacific Funds stock daily returns describes the distribution of returns around its average expected value. We use Pacific Funds SmallMid-Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Pacific Funds returns is essential to provide solid investment advice for Pacific Funds stock.
Mean Return0.15Value At Risk-2.26
Potential Upside2.42Standard Deviation1.45
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Pacific Funds historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Pacific Funds Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Pacific Funds or Pacific Funds Series Trust sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Pacific Funds stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Pacific stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.028575
β
Beta against DOW1.19
σ
Overall volatility
1.37
Ir
Information ratio 0.0314

Pacific Funds Volatility Alert

Pacific Funds SmallMid-Cap has relatively low volatility with skewness of -0.29 and kurtosis of 2.09. However, we advise all investors to independently investigate Pacific Funds SmallMid-Cap to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Pacific Funds' mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Pacific Funds' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Pacific Funds Implied Volatility

Pacific Funds' implied volatility exposes the market's sentiment of Pacific Funds SmallMid-Cap stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Pacific Funds' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Pacific Funds stock will not fluctuate a lot when Pacific Funds' options are near their expiration.

Pacific Funds Fundamentals Vs Peers

Comparing Pacific Funds' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Pacific Funds' direct or indirect competition across all of the common fundamentals between Pacific Funds and the related equities. This way, we can detect undervalued stocks with similar characteristics as Pacific Funds or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Pacific Funds' fundamental indicators could also be used in its relative valuation, which is a method of valuing Pacific Funds by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Pacific Funds to competition
FundamentalsPacific FundsPeer Average
Price to Earning19.70 X6.53 X
Price to Book2.40 X0.74 X
Price to Sales1.21 X0.61 X
One Year Return(6.29) %4.15 %
Three Year Return(0.37) %3.60 %
Five Year Return1.78 %3.24 %
Net Asset367.76 M4.11 B
Minimum Initial Investment1 K976.16 K
Cash Position Weight0.54 %10.61 %
Equity Positions Weight99.46 %63.90 %

About Pacific Funds Buy or Sell Advice

When is the right time to buy or sell Pacific Funds SmallMid-Cap? Buying financial instruments such as Pacific Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Pacific Funds investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Pacific Funds in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Cars Thematic Idea Now

Cars
Cars Theme
Domestic and international companies involved in manufacturing and serving automobiles and trucks. Cars theme has 30 constituents.
View All  Next Launch Cars
Please check Pacific Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

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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.