Pacific Funds Portfolio Fund Manager Performance Evaluation
| PODAX Fund | USD 13.21 0.14 1.05% |
The fund holds a Beta of 0.56, 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
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pacific Funds Portfolio are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pacific Funds may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 1.1100 |
Pacific |
Pacific Funds Relative Risk vs. Return Landscape
If you would invest 1,205 in Pacific Funds Portfolio on November 8, 2025 and sell it today you would earn a total of 116.00 from holding Pacific Funds Portfolio or generate 9.63% return on investment over 90 days. Pacific Funds Portfolio is currently producing 0.1593% returns and takes up 1.1215% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Pacific, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pacific Funds Current Valuation
Undervalued
Today
Please note that Pacific Funds' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Pacific Funds Portfolio holds a recent Real Value of $14.21 per share. The prevailing price of the fund is $13.21. 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 13.21 | Real 14.21 | Hype 13.21 | Naive 13.22 |
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 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 |
| 13.21 | 90 days | 13.21 | about 23.61 |
Based on a normal probability distribution, the odds of Pacific Funds to move above the current price in 90 days from now is about 23.61 (This Pacific Funds Portfolio probability density function shows the probability of Pacific Mutual Fund to fall within a particular range of prices over 90 days) .
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 Portfolio. 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 Portfolio, 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 | 0.11 | |
β | Beta against Dow Jones | 0.56 | |
σ | Overall volatility | 0.64 | |
Ir | Information ratio | 0.09 |
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 Portfolio 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 16.44% of its assets in cash |
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 | 18.46 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 1.51 X | ||||
| Total Asset | 584.3 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 15-30, the funds exposure to the equity is expected to be within 70-85. 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 16.44% 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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