Stocksplus Fund Institutional Fund Quote
| PSTKX Fund | USD 13.95 0.05 0.36% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Stocksplus Fund is trading at 13.95 as of the 26th of November 2024; that is 0.36 percent up since the beginning of the trading day. The fund's open price was 13.9. Stocksplus Fund has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Stocksplus Fund Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of January 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, 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 Fund Institutional
Moving together with Stocksplus Mutual Fund
Moving against Stocksplus Mutual Fund
Stocksplus Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Growth Funds, Large Blend Funds, Large Blend, PIMCO, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Stocksplus Fund Institutional [PSTKX] is traded in USA and was established 26th of November 2024. Stocksplus Fund is listed under PIMCO category by Fama And French industry classification. The fund is listed under Large Blend category and is part of PIMCO family. This fund at this time has accumulated 927.37 M in assets with no minimum investment requirementsStocksplus Fund Inst is currently producing year-to-date (YTD) return of 25.03% with the current yeild of 0.06%, while the total return for the last 3 years was 8.1%.
Check Stocksplus Fund 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 Fund Institutional 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 Fund Inst Risk Profiles
| Mean Deviation | 0.5541 | |||
| Semi Deviation | 0.6435 | |||
| Standard Deviation | 0.7862 | |||
| Variance | 0.6181 |
Stocksplus Fund Against Markets
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus Fund 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 Fund security.
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