Pacific Funds Financial Statements From 2010 to 2024

PLFRX Fund  USD 9.51  0.01  0.11%   
Pacific Funds financial statements provide useful quarterly and yearly information to potential Pacific Funds Floating investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Pacific Funds financial statements helps investors assess Pacific Funds' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Pacific Funds' valuation are summarized below:
Pacific Funds Floating does not presently have any trending fundamental ratios for analysis.
Check Pacific Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Pacific Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . Pacific financial statements analysis is a perfect complement when working with Pacific Funds Valuation or Volatility modules.
  
This module can also supplement various Pacific Funds Technical models . Check out the analysis of Pacific Funds Correlation against competitors.

Pacific Funds Floating Mutual Fund Annual Yield Analysis

Pacific Funds' Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Pacific Funds Annual Yield

    
  0.09 %  
Most of Pacific Funds' fundamental indicators, such as Annual Yield, 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 Floating is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Pacific Funds Floating has an Annual Yield of 0.0873%. This is much higher than that of the Pacific Funds Series Trust family and significantly higher than that of the Bank Loan category. The annual yield for all United States funds is notably lower than that of the firm.

Pacific Funds Floating Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Pacific Funds's current stock value. Our valuation model uses many indicators to compare Pacific Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pacific Funds competition to find correlations between indicators driving Pacific Funds's intrinsic value. More Info.
Pacific Funds Floating is regarded second largest fund in annual yield among similar funds. It also is regarded second largest fund in year to date return among similar funds creating about  85.55  of Year To Date Return per Annual Yield. 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 Pacific Funds' earnings, one of the primary drivers of an investment's value.

About Pacific Funds Financial Statements

Pacific Funds investors use historical fundamental indicators, such as Pacific Funds' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Pacific Funds. Please read more on our technical analysis and fundamental analysis pages.
The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80 percent of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25 percent of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20 percent of its assets in other types of debt instruments or securities including non-investment grade debt instruments.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Pacific Mutual Fund

Pacific Funds financial ratios help investors to determine whether Pacific Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pacific with respect to the benefits of owning Pacific Funds security.
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings