Pacific Funds E Fund Manager Performance Evaluation
| PLIIX Fund | USD 9.81 0.01 0.10% |
The fund holds a Beta of 0.0668, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pacific Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Pacific Funds is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Pacific Funds E has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Pacific Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of August 2019 | |
| Expense Ratio | 0.4500 |
Pacific |
Pacific Funds Relative Risk vs. Return Landscape
If you would invest 979.00 in Pacific Funds E on October 28, 2025 and sell it today you would earn a total of 1.00 from holding Pacific Funds E or generate 0.1% return on investment over 90 days. Pacific Funds E is currently producing 0.0018% returns and takes up 0.174% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Pacific, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pacific Funds Current Valuation
Fairly Valued
Today
Please note that Pacific Funds' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pacific Funds E holds a recent Real Value of $9.79 per share. The prevailing price of the fund is $9.81. We determine the value of Pacific Funds E 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 Pacific Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pacific Mutual Fund. However, Pacific Funds' 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 9.81 | Real 9.79 | Hype 9.8 | Naive 9.76 |
The intrinsic value of Pacific Funds' 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 Pacific Funds' 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 Pacific Funds E helps investors to forecast how Pacific 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 Pacific Funds more accurately as focusing exclusively on Pacific Funds' fundamentals will not take into account other important factors: Pacific Funds Target Price Odds to finish over Current Price
The tendency of Pacific 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 |
| 9.81 | 90 days | 9.81 | about 5.39 |
Based on a normal probability distribution, the odds of Pacific Funds to move above the current price in 90 days from now is about 5.39 (This Pacific Funds E probability density function shows the probability of Pacific Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Pacific Funds has a beta of 0.0668 indicating as returns on the market go up, Pacific Funds average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pacific Funds E will be expected to be much smaller as well. Additionally Pacific Funds E has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Pacific Funds Price Density |
| Price |
Predictive Modules for Pacific Funds
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pacific Funds E. 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.Pacific Funds Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pacific Funds is not an exception. The market had few large corrections towards the Pacific Funds' 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 Pacific Funds E, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pacific Funds within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0098 | |
β | Beta against Dow Jones | 0.07 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.44 |
Pacific Funds 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 Pacific Funds for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pacific Funds E can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 9.2% of its assets in bonds |
Pacific Funds Fundamentals Growth
Pacific Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pacific Funds, and Pacific Funds 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 Pacific Mutual Fund performance.
| Price To Earning | 11.75 X | |||
| Price To Book | 1.78 X | |||
| Price To Sales | 0.92 X | |||
| Total Asset | 57.52 M | |||
About Pacific Funds Performance
Evaluating Pacific Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pacific Funds 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 Pacific Funds 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 invests principally in income producing debt instruments. It will generally invest at least 60 percent of its assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 35 percent of its assets in non-investment grade debt instruments and floating rate senior loans.Things to note about Pacific Funds E performance evaluation
Checking the ongoing alerts about Pacific Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pacific Funds E help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 9.2% of its assets in bonds |
- Analyzing Pacific Funds' 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 Pacific Funds' stock is overvalued or undervalued compared to its peers.
- Examining Pacific Funds' 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 Pacific Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pacific Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pacific Funds' mutual fund. These opinions can provide insight into Pacific Funds' potential for growth and whether the stock is currently undervalued or overvalued.
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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