Pimco Unconstrained Tax Fund Fundamentals
| ATMAX Fund | USD 10.69 0.01 0.09% |
Pimco Unconstrained Tax fundamentals help investors to digest information that contributes to Pimco Unconstrained's financial success or failures. It also enables traders to predict the movement of Pimco Mutual Fund. The fundamental analysis module provides a way to measure Pimco Unconstrained's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Pimco Unconstrained mutual fund.
Pimco |
Pimco Unconstrained Tax Mutual Fund Five Year Return Analysis
Pimco Unconstrained's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pimco Unconstrained Five Year Return | 2.38 % |
Most of Pimco Unconstrained's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Pimco Unconstrained Tax is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Pimco Unconstrained Tax has a Five Year Return of 2.3789%. This is 14.43% lower than that of the PIMCO family and significantly higher than that of the Short-Term Bond category. The five year return for all United States funds is notably lower than that of the firm.
Pimco Unconstrained Tax Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Unconstrained's current stock value. Our valuation model uses many indicators to compare Pimco Unconstrained value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Unconstrained competition to find correlations between indicators driving Pimco Unconstrained's intrinsic value. More Info.Pimco Unconstrained Tax is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 48.04 of Year To Date Return per Annual Yield. 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 Unconstrained's earnings, one of the primary drivers of an investment's value.Pimco Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pimco Unconstrained's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pimco Unconstrained could also be used in its relative valuation, which is a method of valuing Pimco Unconstrained by comparing valuation metrics of similar companies.Pimco Unconstrained is currently under evaluation in five year return among similar funds.
Pimco Fundamentals
| Total Asset | 15.15 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 1.84 % | ||||
| One Year Return | 7.08 % | ||||
| Three Year Return | 3.02 % | ||||
| Five Year Return | 2.38 % | ||||
| Ten Year Return | 2.50 % | ||||
| Net Asset | 84.46 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | (51.35) % | ||||
| Equity Positions Weight | 0.03 % | ||||
| Bond Positions Weight | 50.38 % |
About Pimco Unconstrained Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco Unconstrained Tax's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco Unconstrained using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco Unconstrained Tax based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. Pimco Strategic is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Pimco Mutual Fund
Pimco Unconstrained financial ratios help investors to determine whether Pimco 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 Pimco with respect to the benefits of owning Pimco Unconstrained security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |