Pacific Funds Floating Fund Quote

PLFRX Fund  USD 9.51  0.01  0.11%   

Performance

19 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Pacific Funds is trading at 9.51 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 9.5. 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

Moving together with Pacific Mutual Fund

  1.0PLBCX Pacific Funds FloatingPairCorr
  0.68PLAHX Pacific Funds HighPairCorr

Moving against Pacific Mutual Fund

  0.74PLNCX Pacific Funds EPairCorr
  0.72PLIAX Pacific Funds EPairCorr
  0.71PLIDX Pacific Funds EPairCorr
  0.7PLIIX Pacific Funds EPairCorr

Pacific Mutual Fund Highlights

Fund ConcentrationPacific Funds Series Trust Funds, Large Funds, Bank Loan Funds, Bank Loan, Pacific Funds Series Trust (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of August 2019
Fiscal Year EndMarch
Pacific Funds Floating [PLFRX] 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 1.62 B in assets with minimum initial investment of 500 K. Pacific Funds Floating is currently producing year-to-date (YTD) return of 7.72% with the current yeild of 0.09%, while the total return for the last 3 years was 6.85%.
Check Pacific Funds Probability Of Bankruptcy

Instrument Allocation

Top Pacific Funds Floating Mutual Fund Constituents

Pacific Funds Top Holders

SFHYXHundredfold Select AlternativeMutual FundTactical Allocation
HFSAXHundredfold Select AlternativeMutual FundTactical Allocation
More Details

Pacific Funds Floating Risk Profiles

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.
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk