Pax Large Financials
| PXLIX Fund | USD 15.29 0.08 0.52% |
Pax |
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.
Pax Large Fund Summary
Pax Large competes with Pax Balanced, Pax High, Green Century, Domini Impact, and Portfolio. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies that, when purchased, have capitalizations within the range of Standard Poors 500 Index as measured by market capitalization. It may invest up to 45 percent of its assets in securities of non-U.S. issuers, including American Depositary Receipts . The fund may invest no more than 25 percent of its assets in securities of non-U.S. issuers other than ADRs.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7042234861 |
| Business Address | Pax World Funds |
| Mutual Fund Family | Impax Asset Management |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 372 7827 |
| Currency | USD - US Dollar |
Pax Large Key Financial Ratios
Pax Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pax Large's current stock value. Our valuation model uses many indicators to compare Pax Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pax Large competition to find correlations between indicators driving Pax Large's intrinsic value. More Info.Pax Large Cap 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 1,674 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 Pax Large's earnings, one of the primary drivers of an investment's value.Pax Large Cap Systematic Risk
Pax Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pax Large 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Pax Large Cap correlated with the market. If Beta is less than 0 Pax Large generally moves in the opposite direction as compared to the market. If Pax Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pax Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pax Large is generally in the same direction as the market. If Beta > 1 Pax Large moves generally in the same direction as, but more than the movement of the benchmark.
Pax Large November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pax Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pax Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pax Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Pax Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pax Large's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8407 | |||
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 3.75 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.08 |
Other Information on Investing in Pax Mutual Fund
Pax Large financial ratios help investors to determine whether Pax 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 Pax with respect to the benefits of owning Pax Large security.
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