Pnc Balanced Allocation Fund Manager Performance Evaluation
| PBLIX Fund | USD 15.78 0.06 0.38% |
The fund holds a Beta of 0.72, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pnc Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pnc Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pnc Balanced Allocation are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Pnc Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Pnc |
Pnc Balanced Relative Risk vs. Return Landscape
If you would invest 1,518 in Pnc Balanced Allocation on October 29, 2025 and sell it today you would earn a total of 60.00 from holding Pnc Balanced Allocation or generate 3.95% return on investment over 90 days. Pnc Balanced Allocation is currently producing 0.0666% returns and takes up 0.6406% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Pnc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pnc Balanced Current Valuation
Fairly Valued
Today
Please note that Pnc Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pnc Balanced Allocation holds a recent Real Value of $15.62 per share. The prevailing price of the fund is $15.78. We determine the value of Pnc Balanced Allocation from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pnc Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pnc Mutual Fund. However, Pnc Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 15.78 | Real 15.62 | Hype 15.78 | Naive 15.76 |
The intrinsic value of Pnc Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pnc Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pnc Balanced Allocation helps investors to forecast how Pnc mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pnc Balanced more accurately as focusing exclusively on Pnc Balanced's fundamentals will not take into account other important factors: Pnc Balanced Target Price Odds to finish over Current Price
The tendency of Pnc Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 15.78 | 90 days | 15.78 | roughly 2.89 |
Based on a normal probability distribution, the odds of Pnc Balanced to move above the current price in 90 days from now is roughly 2.89 (This Pnc Balanced Allocation probability density function shows the probability of Pnc Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Pnc Balanced has a beta of 0.72 indicating as returns on the market go up, Pnc Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pnc Balanced Allocation will be expected to be much smaller as well. Additionally Pnc Balanced Allocation has an alpha of 0.0208, implying that it can generate a 0.0208 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Pnc Balanced Price Density |
| Price |
Predictive Modules for Pnc Balanced
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pnc Balanced Allocation. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Pnc Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pnc Balanced is not an exception. The market had few large corrections towards the Pnc Balanced's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pnc Balanced Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pnc Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.72 | |
σ | Overall volatility | 0.29 | |
Ir | Information ratio | 0 |
Pnc Balanced Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pnc Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pnc Balanced Allocation can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Saudi Public Investment Fund plans to spin off mining firm Manara - Reuters | |
| The fund maintains about 38.73% of its assets in bonds |
Pnc Balanced Fundamentals Growth
Pnc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pnc Balanced, and Pnc Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pnc Mutual Fund performance.
| Price To Earning | 17.22 X | ||||
| Price To Book | 2.22 X | ||||
| Price To Sales | 1.44 X | ||||
| Total Asset | 17.19 M | ||||
About Pnc Balanced Performance
Evaluating Pnc Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pnc Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pnc Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. The fund is managed for shareholders that plan to retire or begin withdrawing assets around the year 2065, the funds target year. This is the self-elected year of retirement for the investors in the fund.Things to note about Pnc Balanced Allocation performance evaluation
Checking the ongoing alerts about Pnc Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pnc Balanced Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Saudi Public Investment Fund plans to spin off mining firm Manara - Reuters | |
| The fund maintains about 38.73% of its assets in bonds |
- Analyzing Pnc Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pnc Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Pnc Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pnc Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pnc Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pnc Balanced's mutual fund. These opinions can provide insight into Pnc Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pnc Mutual Fund
Pnc Balanced financial ratios help investors to determine whether Pnc 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 Pnc with respect to the benefits of owning Pnc Balanced security.
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