Pimco Senior Cash Position Weight vs. Net Asset
| PSRZX Fund | USD 9.17 0.01 0.11% |
For Pimco Senior profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pimco Senior to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pimco Senior Floating utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pimco Senior's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pimco Senior Floating over time as well as its relative position and ranking within its peers.
Pimco |
Pimco Senior Floating Net Asset vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Senior's current stock value. Our valuation model uses many indicators to compare Pimco Senior value to that of its competitors to determine the firm's financial worth. Pimco Senior Floating is rated top fund in cash position weight among similar funds. It also is rated top fund in net asset among similar funds making up about 23,032,040 of Net Asset per Cash Position Weight. 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 Pimco Senior's earnings, one of the primary drivers of an investment's value.Pimco Net Asset vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Pimco Senior |
| = | 5.93 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Pimco Senior |
| = | 136.58 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Pimco Net Asset Comparison
Pimco Senior is currently under evaluation in net asset among similar funds.
Pimco Senior Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pimco Senior, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pimco Senior will eventually generate negative long term returns. The profitability progress is the general direction of Pimco Senior's change in net profit over the period of time. It can combine multiple indicators of Pimco Senior, 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 seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its assets in a diversified portfolio of Fixed Income Instruments. Fixed Income Instruments include bank loans, bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. entities. The fund may invest up to 25 percent of its total assets in securities denominated in foreign currencies and in U.S. dollar-denominated securities of foreign issuers.
Pimco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pimco Senior. 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 Pimco Senior 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 Pimco Senior's important profitability drivers and their relationship over time.
Use Pimco Senior 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 Pimco Senior 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 Pimco Senior will appreciate offsetting losses from the drop in the long position's value.Pimco Senior Pair Trading
Pimco Senior Floating Pair Trading Analysis
The ability to find closely correlated positions to Pimco Senior could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pimco Senior 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 Pimco Senior - 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 Pimco Senior Floating to buy it.
The correlation of Pimco Senior 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 Pimco Senior moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pimco Senior Floating 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 Pimco Senior 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.Use Investing Themes to Complement your Pimco Senior position
In addition to having Pimco Senior 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?
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Other Information on Investing in Pimco Mutual Fund
To fully project Pimco Senior's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pimco Senior Floating 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 Pimco Senior's income statement, its balance sheet, and the statement of cash flows.
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