Pax Large Cap Fund Fundamentals
Pax Large Cap fundamentals help investors to digest information that contributes to Pax Large's financial success or failures. It also enables traders to predict the movement of Pax Mutual Fund. The fundamental analysis module provides a way to measure Pax Large'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 Pax Large mutual fund.
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Pax Large Cap Mutual Fund Annual Yield Analysis
Pax Large's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Pax Large Annual Yield | 0.01 % |
Most of Pax Large's fundamental indicators, such as Annual Yield, 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, Pax Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
CompetitionIn accordance with the recently published financial statements, Pax Large Cap has an Annual Yield of 0.0062%. This is much higher than that of the Pax World family and significantly higher than that of the Large Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Pax Large Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pax Large's current stock value. Our valuation model uses many indicators to compare Pax Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pax Large competition to find correlations between indicators driving Pax Large's intrinsic value. More Info.Pax Large Cap is regarded third largest fund in annual yield among similar funds. It is regarded fourth largest fund in year to date return among similar funds creating about 152.05 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 Pax Large's earnings, one of the primary drivers of an investment's value.Pax Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pax Large's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pax Large could also be used in its relative valuation, which is a method of valuing Pax Large by comparing valuation metrics of similar companies.Pax Large is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Pax Large
The fund consists of 96.44% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Pax Large's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Pax Fundamentals
| Total Asset | 1.4 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.94 % | ||||
| One Year Return | 16.83 % | ||||
| Three Year Return | 3.18 % | ||||
| Five Year Return | 12.22 % | ||||
| Net Asset | 730.47 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 3.56 % | ||||
| Equity Positions Weight | 96.44 % |
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Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Other Tools for Pax Mutual Fund
When running Pax Large's price analysis, check to measure Pax Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pax Large is operating at the current time. Most of Pax Large's value examination focuses on studying past and present price action to predict the probability of Pax Large's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pax Large's price. Additionally, you may evaluate how the addition of Pax Large to your portfolios can decrease your overall portfolio volatility.
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