Pacific Funds Five Year Return vs. Cash Position Weight

PLUDX Fund  USD 9.97  0.01  0.10%   
Based on Pacific Funds' profitability indicators, Pacific Funds Ultra may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Pacific Funds' ability to earn profits and add value for shareholders.
For Pacific Funds profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pacific Funds to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pacific Funds Ultra utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pacific Funds's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pacific Funds Ultra over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Pacific Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine if Pacific Funds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pacific Funds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Pacific Funds Ultra Cash Position Weight vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Pacific Funds's current stock value. Our valuation model uses many indicators to compare Pacific Funds value to that of its competitors to determine the firm's financial worth.
Pacific Funds Ultra is rated top fund in five year return among similar funds. It also is rated top fund in cash position weight among similar funds creating about  0.90  of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for Pacific Funds Ultra is roughly  1.11 . 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 Pacific Funds' earnings, one of the primary drivers of an investment's value.

Pacific Cash Position Weight vs. Five Year Return

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Pacific Funds

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
2.92 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Pacific Funds

Cash Percentage

 = 

% of Cash

in the fund

 = 
2.62 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

Pacific Cash Position Weight Comparison

Pacific Funds is currently under evaluation in cash position weight among similar funds.

Pacific Funds Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Pacific Funds, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pacific Funds will eventually generate negative long term returns. The profitability progress is the general direction of Pacific Funds' change in net profit over the period of time. It can combine multiple indicators of Pacific Funds, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund primarily invests in investment grade, U.S. dollar-denominated short-term fixed and floating rate debt securities, including corporate debt securities, mortgage-related securities, asset-backed securities, U.S. government securities and agency securities and money market instruments such as commercial paper, certificates of deposit, time deposits, deposit notes and bank notes. The weighted average duration of this fund will vary based on the sub-advisers market forecasts and will not normally exceed one year.

Pacific Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Pacific Funds. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pacific Funds position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pacific Funds' important profitability drivers and their relationship over time.

Use Pacific Funds in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pacific Funds position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pacific Funds will appreciate offsetting losses from the drop in the long position's value.

Pacific Funds Pair Trading

Pacific Funds Ultra Pair Trading Analysis

The ability to find closely correlated positions to Pacific Funds could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pacific Funds when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pacific Funds - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pacific Funds Ultra to buy it.
The correlation of Pacific Funds is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pacific Funds moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pacific Funds Ultra moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Pacific Funds can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Pacific Funds position

In addition to having Pacific Funds in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Wholesale Thematic Idea Now

Wholesale
Wholesale Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Wholesale theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Wholesale Theme or any other thematic opportunities.
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Other Information on Investing in Pacific Mutual Fund

To fully project Pacific Funds' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pacific Funds Ultra at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pacific Funds' income statement, its balance sheet, and the statement of cash flows.
Potential Pacific Funds investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Pacific Funds investors may work on each financial statement separately, they are all related. The changes in Pacific Funds's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Pacific Funds's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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