Pacific Funds Small Cap Fund Cash Position Weight
Pacific Funds Small Cap fundamentals help investors to digest information that contributes to Pacific Funds' financial success or failures. It also enables traders to predict the movement of Pacific Mutual Fund. The fundamental analysis module provides a way to measure Pacific Funds' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Pacific Funds mutual fund.
Pacific |
Pacific Funds Small Cap Mutual Fund Cash Position Weight Analysis
Pacific Funds' Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Pacific Funds Cash Position Weight | 2.55 % |
Most of Pacific Funds' fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Pacific Funds Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Pacific Funds Small Cap has 2.55% in Cash Position Weight. This is much higher than that of the Pacific Funds Series Trust family and significantly higher than that of the Small Growth category. The cash position weight for all United States funds is notably lower than that of the firm.
Pacific Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pacific Funds' direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pacific Funds could also be used in its relative valuation, which is a method of valuing Pacific Funds by comparing valuation metrics of similar companies.Pacific Funds is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Pacific Funds
The fund consists of 97.45% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Pacific Funds' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Pacific Fundamentals
| Total Asset | 8.36 M | |||
| One Year Return | (0.99) % | |||
| Three Year Return | 3.62 % | |||
| Net Asset | 8.36 M | |||
| Cash Position Weight | 2.55 % | |||
| Equity Positions Weight | 97.45 % |
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Pacific Funds Small using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
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Check out Your Equity Center to better understand how to build diversified portfolios. 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 unemployment. Note that the Pacific Funds Small 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 the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Other Consideration for investing in Pacific Mutual Fund
If you are still planning to invest in Pacific Funds Small check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Pacific Funds' history and understand the potential risks before investing.
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