Pfg Tactical Income Fund Fundamentals
PFTSX Fund | USD 9.93 0.03 0.30% |
Pfg Tactical Income fundamentals help investors to digest information that contributes to Pfg Tactical's financial success or failures. It also enables traders to predict the movement of Pfg Mutual Fund. The fundamental analysis module provides a way to measure Pfg Tactical'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 Pfg Tactical mutual fund.
Pfg |
Pfg Tactical Income Mutual Fund Annual Yield Analysis
Pfg Tactical'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 Pfg Tactical Annual Yield | 0.02 % |
Most of Pfg Tactical'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, Pfg Tactical Income 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.
Competition |
In accordance with the recently published financial statements, Pfg Tactical Income has an Annual Yield of 0.0205%. This is much higher than that of the The Pacific Financial Group family and significantly higher than that of the Allocation--30% to 50% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Pfg Tactical Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pfg Tactical's current stock value. Our valuation model uses many indicators to compare Pfg Tactical value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pfg Tactical competition to find correlations between indicators driving Pfg Tactical's intrinsic value. More Info.Pfg Tactical Income is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 4,958,531,122 of Net Asset 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 Pfg Tactical's earnings, one of the primary drivers of an investment's value.Did you try this?
Run ETF Categories Now
ETF CategoriesList of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |
All Next | Launch Module |
Fund Asset Allocation for Pfg Tactical
The fund invests 34.93% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (47.74%) , cash (14.41%) and various exotic instruments.Asset allocation divides Pfg Tactical'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.
Pfg Fundamentals
Total Asset | 117.02 M | ||||
Annual Yield | 0.02 % | ||||
Net Asset | 101.65 M | ||||
Last Dividend Paid | 0.14 | ||||
Cash Position Weight | 14.41 % | ||||
Equity Positions Weight | 34.93 % | ||||
Bond Positions Weight | 47.74 % |
About Pfg Tactical Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pfg Tactical Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pfg Tactical using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pfg Tactical Income 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 seeks to achieve its investment objective by primarily investing in the shares of exchange traded funds and open-end investment companies with each underlying fund investing primarily in, or are otherwise exposed to, domestic and foreign fixed income securities or equity securities that pay dividends. Fixed income securities may be of any maturity or credit rating, including high-yield bonds .
Also Currently Popular
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 Pfg Mutual Fund
Pfg Tactical financial ratios help investors to determine whether Pfg 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 Pfg with respect to the benefits of owning Pfg Tactical security.
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |