Pacific Capital Tax Free Fund Quote

PTXFX Fund  USD 9.58  0.00  0.00%   

Performance

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Odds Of Distress

Less than 22

 
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Pacific Capital is trading at 9.58 as of the 30th of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 9.58. Pacific Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of November 2024 and ending today, the 30th of December 2024. Click here to learn more.
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. More on Pacific Capital Tax Free

Moving together with Pacific Mutual Fund

  0.99PTFSX Pacific Capital TaxPairCorr
  0.78HICOX Colorado BondsharesPairCorr
  0.97KYTFX Kentucky Tax FreePairCorr
  0.95UVABX Virginia BondPairCorr

Pacific Mutual Fund Highlights

Fund ConcentrationPacific Capital Funds, Muni National Interm Funds, Muni Single State Interm Funds, Muni Single State Interm, Pacific Capital (View all Sectors)
Update Date31st of December 2024
Pacific Capital Tax Free [PTXFX] is traded in USA and was established 30th of December 2024. Pacific Capital is listed under Pacific Capital category by Fama And French industry classification. The fund is listed under Muni Single State Interm category and is part of Pacific Capital family. This fund at this time has accumulated 281.48 M in assets with no minimum investment requirementsPacific Capital Tax is currently producing year-to-date (YTD) return of 1.83% with the current yeild of 0.0%, while the total return for the last 3 years was -0.49%.
Check Pacific Capital Probability Of Bankruptcy

Instrument Allocation

Pacific Capital Tax Risk Profiles

Pacific Capital Against Markets

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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