Pacific Funds Portfolio Fund Manager Performance Evaluation
| PMCDX Fund | USD 11.02 0.03 0.27% |
The fund holds a Beta of 0.33, which implies possible diversification benefits within a given portfolio. 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
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pacific Funds Portfolio are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental 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 | 0.8700 |
Pacific |
Pacific Funds Relative Risk vs. Return Landscape
If you would invest 1,084 in Pacific Funds Portfolio on August 26, 2024 and sell it today you would earn a total of 18.00 from holding Pacific Funds Portfolio or generate 1.66% return on investment over 90 days. Pacific Funds Portfolio is currently producing 0.0259% returns and takes up 0.331% volatility of returns over 90 trading days. Put another way, 2% 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 Portfolio holds a recent Real Value of $10.97 per share. The prevailing price of the fund is $11.02. We determine the value of Pacific Funds Portfolio 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 11.02 | Real 10.97 | Hype 10.99 | Naive 10.94 |
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 Portfolio 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pacific Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pacific Funds Portfolio, and traders can use it to determine the average amount a Pacific Funds' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0782
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PMCDX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Pacific Funds is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pacific Funds by adding it to a well-diversified portfolio.
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 | 18.21 X | ||||
| Price To Book | 2.03 X | ||||
| Price To Sales | 1.35 X | ||||
| Total Asset | 6.35 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 is a fund of funds that seeks to achieve its investment goal by investing in a combination of underlying funds. The funds exposure to the debt is expected to be within 50-70 the funds exposure to the equity is expected to be within 30-50. It may invest a significant portion of its assets in any single underlying fund. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests.Things to note about Pacific Funds Portfolio 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 Portfolio 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 13.82% of its assets in cash |
- 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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