Pimco Trends Managed Fund Fundamentals
| PQTCX Fund | USD 10.31 0.14 1.38% |
Pimco Trends Managed fundamentals help investors to digest information that contributes to Pimco Trends' 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 Trends' 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 Trends mutual fund.
Pimco |
Pimco Trends Managed Mutual Fund Year To Date Return Analysis
Pimco Trends' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pimco Trends Year To Date Return | (0.02) % |
Most of Pimco Trends' fundamental indicators, such as Year To Date 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 Trends Managed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Pimco Trends Managed has a Year To Date Return of -0.0157%. This is 101.65% lower than that of the PIMCO family and significantly lower than that of the Systematic Trend category. The year to date return for all United States funds is notably higher than that of the company.
Pimco Trends Managed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Trends's current stock value. Our valuation model uses many indicators to compare Pimco Trends value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Trends competition to find correlations between indicators driving Pimco Trends's intrinsic value. More Info.Pimco Trends Managed is regarded fifth largest fund in year to date return among similar funds. It is regarded third largest fund in one year return among similar funds . 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 Trends' earnings, one of the primary drivers of an investment's value.Pimco Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pimco Trends' direct or indirect competition against its Year To Date 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 Trends could also be used in its relative valuation, which is a method of valuing Pimco Trends by comparing valuation metrics of similar companies.Pimco Trends is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Pimco Trends
.Asset allocation divides Pimco Trends' 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.
Pimco Fundamentals
| Total Asset | 1.61 M | ||||
| Year To Date Return | (0.02) % | ||||
| One Year Return | 0.04 % | ||||
| Three Year Return | 0.01 % | ||||
| Five Year Return | (0.02) % | ||||
| Net Asset | 576.24 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | 54.35 % | ||||
| Equity Positions Weight | 5.30 % | ||||
| Bond Positions Weight | 7.85 % |
About Pimco Trends Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco Trends Managed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco Trends using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco Trends Managed 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 pursuing a quantitative trading strategy intended to capture the persistence of price trends observed in global financial markets and commodities. It will invest under normal circumstances in derivative instruments linked to interest rates, currencies, mortgages, credit, commodities , equity indices and volatility-related instruments and may also invest directly in mortgage-related and other asset-backed securities.
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 Pimco Mutual Fund
Pimco Trends 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 Trends security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |