Stocksplus Tr Short Fund Quote
| PSTIX Fund | USD 6.93 0.04 0.57% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Stocksplus is trading at 6.93 as of the 27th of November 2024; that is 0.57 percent decrease since the beginning of the trading day. The fund's open price was 6.97. Stocksplus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Stocksplus Tr Short are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in short positions with respect to the SP 500 Index or specific index securities, backed by a portfolio of Fixed Income Instruments. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. More on Stocksplus Tr Short
Moving against Stocksplus Mutual Fund
Stocksplus Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Growth Funds, Trading--Inverse Equity Funds, Trading--Inverse Equity, PIMCO (View all Sectors) |
| Update Date | 30th of September 2024 |
Stocksplus Tr Short [PSTIX] is traded in USA and was established 27th of November 2024. Stocksplus is listed under PIMCO category by Fama And French industry classification. The fund is listed under Trading--Inverse Equity category and is part of PIMCO family. This fund at this time has accumulated 1.83 B in assets with minimum initial investment of 1000 K. Stocksplus Tr Short is currently producing year-to-date (YTD) return of 0.12%, while the total return for the last 3 years was -4.68%.
Check Stocksplus 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 Stocksplus 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 Stocksplus 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 Stocksplus Tr Short 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.
Stocksplus Top Holders
| PAUCX | Pimco All Asset | Mutual Fund | Tactical Allocation | |
| PAUIX | Pimco All Asset | Mutual Fund | Tactical Allocation | |
| PAUPX | Pimco All Asset | Mutual Fund | Tactical Allocation | |
| PAUAX | Pimco All Asset | Mutual Fund | Tactical Allocation | |
| PAUNX | Pimco All Asset | Mutual Fund | Tactical Allocation |
Stocksplus Tr Short Risk Profiles
| Mean Deviation | 0.5086 | |||
| Standard Deviation | 0.7337 | |||
| Variance | 0.5383 | |||
| Risk Adjusted Performance | (0.08) |
Stocksplus Against Markets
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus security.
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