Pacific Funds Buy Hold or Sell Recommendation

PFWDX -- USA Fund  

USD 11.61  0.11  0.96%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Pacific Funds Small Cap Growth is 'Hold'. 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 PFWDX positions. The advice algorithm takes into account all of Pacific Funds Small available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from PFWDX buy-and-hold prospective. Additionally take a look at Pacific Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Pacific FundsBuy Pacific Funds
Hold

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon Pacific Funds Small Cap Growth has a risk adjusted performance of (0.029924), jensen alpha of (0.06), total risk alpha of (0.012498), sortino ratio of 0.0 and treynor ratio of 0.9616
Our buy or sell recommendations tool can be used to cross verify current analyst consensus on Pacific Funds Small and to analyze the entity potential to grow in the current economic cycle. Please check Pacific Funds Small Net Asset to decide if your Pacific Funds Small buy or sell deciscion is justified.

Pacific Funds Trading Alerts and Improvement Suggestions

Pacific Funds Small generates negative expected return over the last 30 days
Latest headline from MacroaxisInsider: Exercise or conversion by Diefenthal Edward L of 4500 shares of Rogers subject to Rule 16b-3
The fund maintains 97.88% of its assets in stocks

Pacific Funds Returns Distribution Density

Mean Return0.04Value At Risk2.58
Potential Upside1.89Standard Deviation1.32
 Return Density 
      Distribution 

Pacific Funds Greeks

α
Alpha over DOW
=0.06
β
Beta against DOW=0.06
σ
Overall volatility
=1.31
Ir
Information ratio =0.02

Pacific Funds Volatility Alert

Pacific Funds Small Cap Growth exhibits very low volatility with skewness of -0.42 and kurtosis of -0.02. However, we advise investors to further study Pacific Funds Small Cap Growth technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Pacific Funds to competition

Pacific Funds Fundamental Vs Peers

FundamentalsPacific FundsPeer Average
Net Asset32.02 M4.11 B
Cash Position Weight2.12 10.61 
Equity Positions Weight97.88 63.90 
Search macroaxis.com