Pacific Funds Small Cap Fund Five Year Return
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.
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Pacific Funds Small Cap Mutual Fund Five Year Return Analysis
Pacific Funds' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Pacific Funds Small Cap has a Five Year Return of 0.0%. This indicator is about the same for the Pacific Funds Series Trust average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Pacific Five Year Return 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 Five Year Return 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 five year return 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 % |
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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 Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
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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