Paydenkravitz Cash Balance Fund Quote
| PKCRX Fund | USD 9.62 0.01 0.10% |
Performance32 of 100
| Odds Of DistressLess than 11
|
Paydenkravitz Cash is trading at 9.62 as of the 11th of December 2024; that is 0.10% up since the beginning of the trading day. The fund's open price was 9.61. Paydenkravitz Cash has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 17th of December 2023 and ending today, the 11th of December 2024. Click here to learn more.
The fund is designed as an investment vehicle for cash balance pension plans. It seeks to earn a total return, net of fees and expenses, that is equivalent to the interest crediting rate established by the Internal Revenue Service for cash balance pension plans using the 30-year U.S. More on Paydenkravitz Cash Balance
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Paydenkravitz Mutual Fund Highlights
| Fund Concentration | Paydenfunds Funds, Large Value Funds, Multisector Bond Funds, Multisector Bond, Paydenfunds, Large Value, Multisector Bond (View all Sectors) |
| Update Date | 31st of December 2024 |
Paydenkravitz Cash Balance [PKCRX] is traded in USA and was established 11th of December 2024. Paydenkravitz Cash is listed under Paydenfunds category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Paydenfunds family. This fund at this time has accumulated 205.88 M in assets with minimum initial investment of 25 K. Paydenkravitz Cash is currently producing year-to-date (YTD) return of 7.26% with the current yeild of 0.0%, while the total return for the last 3 years was 2.88%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Paydenkravitz Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Paydenkravitz Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Paydenkravitz Cash Balance Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Paydenkravitz Cash Balance Mutual Fund Constituents
| KBE | SPDR SP Bank | Etf | Financial | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth |
Paydenkravitz Cash Risk Profiles
| Mean Deviation | 0.0653 | |||
| Standard Deviation | 0.0777 | |||
| Variance | 0.006 | |||
| Downside Variance | 0.0124 |
Paydenkravitz Cash Against Markets
Other Information on Investing in Paydenkravitz Mutual Fund
Paydenkravitz Cash financial ratios help investors to determine whether Paydenkravitz 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 Paydenkravitz with respect to the benefits of owning Paydenkravitz Cash security.
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