Pacific Capital Mutual Fund Money Managers
PTXFX Fund | USD 9.61 0.01 0.10% |
Break down of Pacific Capital's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Pacific Capital's future under-performance.
Pacific |
Symbol | PTXFX |
Name | Pacific Capital Tax Free |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Pacific Capital Tax Free Leadership is currently not available.
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Pacific Capital Net Asset Comparison
Pacific Capital Tax Free is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni Single State Interm category is currently estimated at about 20.29 Billion. Pacific Capital claims roughly 281.48 Million in net asset contributing just under 2% to funds under Muni Single State Interm category.
Pacific Capital Tax Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Pacific Capital Tax Price Series Summation is a cross summation of Pacific Capital price series and its benchmark/peer.
About Pacific Capital Management Performance
The success or failure of an entity such as Pacific Capital Tax often depends on how effective the management is. Pacific Capital management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Pacific management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Pacific management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50 percent of its net assets in Hawaii municipal obligations. The fund is non-diversified.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Pacific Mutual Fund
Pacific Capital 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 Capital security.
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