Investment Grade Financials
| PBDCX Fund | USD 8.70 0.02 0.23% |
Investment |
Please note that past performance is not an indicator of the future performance of Investment Grade, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Investment Grade Fund Summary
Investment Grade competes with Putnam Global, Prudential Health, Schwab Health, Invesco Global, and Allianzgi Health. The fund normally invests at least 80 percent of its assets in a diversified portfolio of investment grade fixed income securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. Pimco Investment is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7220084062 |
| Business Address | PIMCO Investments LLC |
| Mutual Fund Family | PIMCO |
| Mutual Fund Category | Corporate Bond |
| Benchmark | NYSE Composite |
| Phone | 888 877 4626 |
| Currency | USD - US Dollar |
You should never invest in Investment Grade Porate without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Investment Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Investment Grade's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Investment Grade Key Financial Ratios
Generally speaking, Investment Grade's financial ratios allow both analysts and investors to convert raw data from Investment Grade's financial statements into concise, actionable information that can be used to evaluate the performance of Investment Grade over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Investment Grade Porate reports annually and quarterly.Investment Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Investment Grade's current stock value. Our valuation model uses many indicators to compare Investment Grade value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Investment Grade competition to find correlations between indicators driving Investment Grade's intrinsic value. More Info.Investment Grade Porate is rated top fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 248.05 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Investment Grade by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Investment Grade's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Investment Grade's earnings, one of the primary drivers of an investment's value.Investment Grade Porate Systematic Risk
Investment Grade's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Investment Grade volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Investment Grade Porate correlated with the market. If Beta is less than 0 Investment Grade generally moves in the opposite direction as compared to the market. If Investment Grade Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Investment Grade Porate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Investment Grade is generally in the same direction as the market. If Beta > 1 Investment Grade moves generally in the same direction as, but more than the movement of the benchmark.
Investment Grade April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Investment Grade help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Investment Grade Porate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Investment Grade Porate based on widely used predictive technical indicators. In general, we focus on analyzing Investment Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Investment Grade's daily price indicators and compare them against related drivers.
| Information Ratio | (0.31) | |||
| Maximum Drawdown | 1.81 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 0.453 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Investment Grade Porate. 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 main economic indicators. Note that the Investment Grade Porate information on this page should be used as a complementary analysis to other Investment Grade's 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 the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.