Pacific Funds Floating Fund Quote
| PLBCX Fund | USD 9.49 0.01 0.11% |
Performance19 of 100
| Odds Of DistressLess than 16
|
Pacific Funds is trading at 9.49 as of the 28th of November 2024; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 9.48. Pacific Funds has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Pacific Funds Floating are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
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. More on Pacific Funds Floating
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PACIFIC Mutual Fund Highlights
| Fund Concentration | Pacific Funds Series Trust Funds, Large Funds, Bank Loan Funds, Bank Loan, Pacific Funds Series Trust (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Pacific Funds Floating [PLBCX] is traded in USA and was established 28th of November 2024. Pacific Funds is listed under Pacific Funds Series Trust category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Pacific Funds Series Trust family. This fund at this time has accumulated 3.88 B in assets with no minimum investment requirementsPacific Funds Floating is currently producing year-to-date (YTD) return of 6.67% with the current yeild of 0.08%, while the total return for the last 3 years was 5.71%.
Check Pacific Funds Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PACIFIC Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PACIFIC Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pacific Funds Floating Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pacific Funds Floating Mutual Fund Constituents
| BKLN | Invesco Senior Loan | Etf | Bank Loan | |
| SRLN | SPDR Blackstone Senior | Etf | Bank Loan |
Pacific Funds Floating Risk Profiles
| Mean Deviation | 0.0609 | |||
| Standard Deviation | 0.1252 | |||
| Variance | 0.0157 | |||
| Risk Adjusted Performance | 0.1268 |
Pacific Funds Against Markets
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.
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