Short Term Fund A Fund Quote

PSHAX Fund  USD 9.63  0.00  0.00%   

Performance

21 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 30

 
100  
 
Zero
Below Average
Short Term is trading at 9.63 as of the 29th of March 2024; that is No Change since the beginning of the trading day. The fund's open price was 9.63. Short Term has about a 30 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Short Term Fund A are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of May 2022 and ending today, the 29th of March 2024. Click here to learn more.
The fund normally invests at least 65 percent of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. More on Short Term Fund A

Moving together with Short Mutual Fund

  0.85PWLEX Pimco Rae WorldwidePairCorr
  0.91PWLBX Pimco Rae WorldwidePairCorr
  0.86PWLMX Pimco Rae WorldwidePairCorr
  0.85PWLIX Pimco Rae WorldwidePairCorr

Moving against Short Mutual Fund

  0.57PFGCX Long-term Us GovernmentPairCorr
  0.53PFGAX Long-term Us GovernmentPairCorr

Short 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. Short Term's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Short Term or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationPIMCO Funds, Ultrashort Bond Funds, Ultrashort Bond, PIMCO (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of August 2022
Fiscal Year EndMarch
Short Term Fund A [PSHAX] is traded in USA and was established 29th of March 2024. Short Term is listed under PIMCO category by Fama And French industry classification. The fund is listed under Ultrashort Bond category and is part of PIMCO family. This fund at this time has accumulated 11.01 B in assets with no minimum investment requirementsShort-term Fund A is currently producing year-to-date (YTD) return of 1.65% with the current yeild of 0.0%, while the total return for the last 3 years was 2.2%.
Check Short Term Probability Of Bankruptcy

Instrument Allocation

Short Term Target Price Odds Analysis

Based on a normal probability distribution, the odds of Short Term jumping above the current price in 90 days from now is about 10.24%. The Short Term Fund A probability density function shows the probability of Short Term mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Short Term has a beta of 0.0154 indicating as returns on the market go up, Short Term average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Short Term Fund A will be expected to be much smaller as well. Additionally, short Term Fund A has an alpha of 0.0167, implying that it can generate a 0.0167 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 9.63HorizonTargetOdds Above 9.63
88.96%90 days
 9.63 
10.24%
Based on a normal probability distribution, the odds of Short Term to move above the current price in 90 days from now is about 10.24 (This Short Term Fund A probability density function shows the probability of Short Mutual Fund to fall within a particular range of prices over 90 days) .

Short-term Fund A Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Short Term market risk premium is the additional return an investor will receive from holding Short Term 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 Short Term. 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 Short Term's alpha and beta are two of the key measurements used to evaluate Short Term's performance over the market, the standard measures of volatility play an important role as well.

Short Term Against Markets

Picking the right benchmark for Short Term 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 Short Term 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 Short Term is critical whether you are bullish or bearish towards Short Term Fund A at a given time. Please also check how Short Term'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 Short Term 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.

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How to buy Short Mutual Fund?

Before investing in Short Term, 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 Short Term. To buy Short Term fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Short Term. 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 Short Term fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Short Term Fund A 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 Short Term Fund A 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 Short Term Fund A, 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 Short Term Fund A?

The danger of trading Short Term Fund A 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 Short Term 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 Short Term. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Short-term Fund A 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 Short Term Fund A. 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 nation.
Note that the Short-term Fund A information on this page should be used as a complementary analysis to other Short Term'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 Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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When running Short Term's price analysis, check to measure Short Term'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 Short Term is operating at the current time. Most of Short Term's value examination focuses on studying past and present price action to predict the probability of Short Term's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Short Term's price. Additionally, you may evaluate how the addition of Short Term to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Short Term's value and its price as these two are different measures arrived at by different means. Investors typically determine if Short Term is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Short Term's 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.