Moderate Duration Financials
| PMDRX Fund | USD 9.24 0.01 0.11% |
Moderate |
Please note that you must use caution to infer results of funds 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.
Moderate Duration Fund Summary
Moderate Duration competes with Oklahoma Municipal, Baird Strategic, Ab Impact, Nuveen Massachusetts, and Bbh Intermediate. The fund 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. It invests primarily in investment grade debt securities, but may invest up to 10 percent of its total assets in high yield securities. It may invest up to 30 percent of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.Specialization | Intermediate Core-Plus Bond, Intermediate Core-Plus Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6933905936 |
| Business Address | PIMCO Investments LLC |
| Mutual Fund Family | PIMCO |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 888 877 4626 |
| Currency | USD - US Dollar |
Moderate Duration Key Financial Ratios
Moderate Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Moderate Duration's current stock value. Our valuation model uses many indicators to compare Moderate Duration value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Moderate Duration competition to find correlations between indicators driving Moderate Duration's intrinsic value. More Info.Moderate Duration Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 838.40 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 Moderate Duration's earnings, one of the primary drivers of an investment's value.Moderate Duration Systematic Risk
Moderate Duration's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Moderate Duration 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Moderate Duration correlated with the market. If Beta is less than 0 Moderate Duration generally moves in the opposite direction as compared to the market. If Moderate Duration Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Moderate Duration is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Moderate Duration is generally in the same direction as the market. If Beta > 1 Moderate Duration moves generally in the same direction as, but more than the movement of the benchmark.
Moderate Duration November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Moderate Duration help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Moderate Duration Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Moderate Duration Fund based on widely used predictive technical indicators. In general, we focus on analyzing Moderate Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Moderate Duration's daily price indicators and compare them against related drivers.
| Information Ratio | (0.74) | |||
| Maximum Drawdown | 0.8589 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.2176 |
Other Information on Investing in Moderate Mutual Fund
Moderate Duration financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Duration security.
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