Te Ahumairangi Investment Management Ltd Raises Holdings in Chevron Co.
PLIIX Fund | USD 9.73 0.02 0.21% |
Slightly above 55% of Pacific Funds' investor base is interested to short. The analysis of overall sentiment of trading Pacific Funds E mutual fund suggests that many investors are impartial at this time. Pacific Funds' investing sentiment can be driven by a variety of factors including economic data, Pacific Funds' earnings reports, geopolitical events, and overall market trends.
Pacific |
Te Ahumairangi Investment Management Ltd increased its holdings in Chevron Co. by 4.5 percent in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 22,219 shares of the oil and gas companys stock after acquiring an additional 950 shares during the period. Te Ahumairangi Investment Management
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Pacific Funds Fundamental Analysis
We analyze Pacific Funds' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pacific Funds using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pacific Funds 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.
Annual Yield
Annual Yield Comparative Analysis
Pacific Funds is currently under evaluation in annual yield among similar funds. 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.
Pacific Funds E Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Pacific Funds mutual fund to make a market-neutral strategy. Peer analysis of Pacific Funds could also be used in its relative valuation, which is a method of valuing Pacific Funds by comparing valuation metrics with similar companies.
Peers
Pacific Funds Related Equities
LBNOX | Lord Abbett | 0.70 | ||||
LTROX | Lord Abbett | 0.11 | ||||
PLSDX | Pacific Funds | 0.1 | ||||
CPBFX | Invesco Core | 0.32 | ||||
HBLFX | The Hartford | 0.95 |
Other Information on Investing in Pacific Mutual Fund
Pacific Funds 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 Funds security.
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Global Correlations Find global opportunities by holding instruments from different markets | |
Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |