Stocksplus Fund Financials
| PSTKX Fund | USD 12.82 0.21 1.61% |
Stocksplus |
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.
Stocksplus Fund Fund Summary
Stocksplus Fund competes with Realestaterealreturn, Long-term, T Rowe, Blackrock Advantage, and Emerging Markets. The fund seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, backed by a portfolio of fixed income instruments. Fixed income instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30 percent of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6933904038 |
| Business Address | PIMCO Investments LLC |
| Mutual Fund Family | PIMCO |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 877 4626 |
| Currency | USD - US Dollar |
Stocksplus Fund Key Financial Ratios
Stocksplus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stocksplus Fund's current stock value. Our valuation model uses many indicators to compare Stocksplus Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stocksplus Fund competition to find correlations between indicators driving Stocksplus Fund's intrinsic value. More Info.Stocksplus Fund Institutional is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Stocksplus Fund Institutional is roughly 7.15 . 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 Stocksplus Fund's earnings, one of the primary drivers of an investment's value.Stocksplus Fund Inst Systematic Risk
Stocksplus Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Stocksplus Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Stocksplus Fund Inst correlated with the market. If Beta is less than 0 Stocksplus Fund generally moves in the opposite direction as compared to the market. If Stocksplus Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Stocksplus Fund Inst is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Stocksplus Fund is generally in the same direction as the market. If Beta > 1 Stocksplus Fund moves generally in the same direction as, but more than the movement of the benchmark.
Stocksplus Fund March 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Stocksplus Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Stocksplus Fund Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Stocksplus Fund Institutional based on widely used predictive technical indicators. In general, we focus on analyzing Stocksplus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Stocksplus Fund's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 6.14 | |||
| Value At Risk | (1.61) | |||
| Potential Upside | 1.17 |
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus Fund financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus Fund security.
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