Pimco Rae Financials
| PXTNX Fund | USD 20.37 0.26 1.29% |
Pimco |
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.
Pimco Rae Fund Summary
Pimco Rae competes with Fidelity Series, Dana Large, Aqr Large, Pace Large, and Dodge Cox. The fund seeks to exceed the total return of the Russell 1000 Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25 percent of its total assets in securities and instruments that are economically tied to emerging market countries. The fund will normally limit its foreign currency exposure to 35 percent of its total assets.Specialization | Large Value, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | PIMCO Investments LLC |
| Mutual Fund Family | PIMCO |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 877 4626 |
| Currency | USD - US Dollar |
Pimco Rae Key Financial Ratios
Pimco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Rae's current stock value. Our valuation model uses many indicators to compare Pimco Rae value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Rae competition to find correlations between indicators driving Pimco Rae's intrinsic value. More Info.Pimco Rae Plus 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 230.72 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 Pimco Rae's earnings, one of the primary drivers of an investment's value.Pimco Rae Plus Systematic Risk
Pimco Rae's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pimco Rae 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 four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Pimco Rae Plus correlated with the market. If Beta is less than 0 Pimco Rae generally moves in the opposite direction as compared to the market. If Pimco Rae Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pimco Rae Plus is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pimco Rae is generally in the same direction as the market. If Beta > 1 Pimco Rae moves generally in the same direction as, but more than the movement of the benchmark.
Pimco Rae November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pimco Rae help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pimco Rae Plus. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pimco Rae Plus based on widely used predictive technical indicators. In general, we focus on analyzing Pimco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pimco Rae's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8129 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 4.32 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.32 |
Other Information on Investing in Pimco Mutual Fund
Pimco Rae financial ratios help investors to determine whether Pimco 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 Pimco with respect to the benefits of owning Pimco Rae security.
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