Low Duration Fund Fundamentals
| PTLDX Fund | USD 9.24 0.02 0.22% |
Low Duration Fund fundamentals help investors to digest information that contributes to Low Duration's financial success or failures. It also enables traders to predict the movement of Low Mutual Fund. The fundamental analysis module provides a way to measure Low Duration's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Low Duration mutual fund.
Low |
Low Duration Fund Mutual Fund Annual Yield Analysis
Low Duration's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Low Duration Annual Yield | 0.04 % |
Most of Low Duration's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Low Duration Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Low Duration Fund has an Annual Yield of 0.041%. This is 90.24% lower than that of the PIMCO family and significantly higher than that of the Short-Term Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Low Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Low Duration's current stock value. Our valuation model uses many indicators to compare Low Duration value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Low Duration competition to find correlations between indicators driving Low Duration's intrinsic value. More Info.Low Duration Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 98.45 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Low Duration's earnings, one of the primary drivers of an investment's value.Low Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Low Duration's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Low Duration could also be used in its relative valuation, which is a method of valuing Low Duration by comparing valuation metrics of similar companies.Low Duration is currently under evaluation in annual yield among similar funds.
Low Fundamentals
| Total Asset | 7.14 B | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 4.04 % | |||
| One Year Return | 5.87 % | |||
| Three Year Return | 1.25 % | |||
| Five Year Return | 1.35 % | |||
| Ten Year Return | 2.27 % | |||
| Net Asset | 8.55 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | (228.41) % | |||
| Bond Positions Weight | 42.47 % |
About Low Duration Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Low Duration Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Low Duration using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Low Duration Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks to achieve its investment objective by investing under normal circumstances at least 65 percent of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Low Mutual Fund
Low Duration financial ratios help investors to determine whether Low 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 Low with respect to the benefits of owning Low Duration security.
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