Pfg American Bond Positions Weight vs. Equity Positions Weight
| PFCOX Fund | USD 9.66 0.03 0.31% |
For Pfg American profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pfg American to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pfg American Funds utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pfg American's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pfg American Funds over time as well as its relative position and ranking within its peers.
Pfg |
Pfg American Funds Equity Positions Weight vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pfg American's current stock value. Our valuation model uses many indicators to compare Pfg American value to that of its competitors to determine the firm's financial worth. Pfg American Funds is regarded fifth largest fund in bond positions weight among similar funds. It is rated below average in equity positions weight among similar funds making about 0.34 of Equity Positions Weight per Bond Positions Weight. The ratio of Bond Positions Weight to Equity Positions Weight for Pfg American Funds is roughly 2.90 . 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 American's earnings, one of the primary drivers of an investment's value.Pfg Equity Positions Weight vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Pfg American |
| = | 65.05 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Pfg American |
| = | 22.44 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Pfg Equity Positions Weight Comparison
Pfg American is rated below average in equity positions weight among similar funds.
Pfg American Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pfg American, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pfg American will eventually generate negative long term returns. The profitability progress is the general direction of Pfg American's change in net profit over the period of time. It can combine multiple indicators of Pfg American, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market circumstances, the fund invests more than half of its assets in American underlying funds or other underlying funds that invest solely in fixed income securities. The fixed income securities generally consist of investment-grade bonds or bonds of intermediate or short maturities. The manager considers bonds to be investment-grade if they are rated Baa3 or higher by Moodys Investors Service or equivalently by another nationally recognized statistical rating organization, at the time of investment.
Pfg Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pfg American. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pfg American position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pfg American's important profitability drivers and their relationship over time.
| Bond Positions Weight vs Annual Yield | ||
| Net Asset vs Equity Positions Weight | ||
| Bond Positions Weight vs Last Dividend Paid | ||
| Cash Position Weight vs Equity Positions Weight |
Use Pfg American in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pfg American position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pfg American will appreciate offsetting losses from the drop in the long position's value.Pfg American Pair Trading
Pfg American Funds Pair Trading Analysis
The ability to find closely correlated positions to Pfg American could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pfg American when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pfg American - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pfg American Funds to buy it.
The correlation of Pfg American is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pfg American moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pfg American Funds moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Pfg American can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Pfg American position
In addition to having Pfg American in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Latest Losers Thematic Idea Now
Latest Losers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 103 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Latest Losers Theme or any other thematic opportunities.
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Other Information on Investing in Pfg Mutual Fund
To fully project Pfg American's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pfg American Funds at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pfg American's income statement, its balance sheet, and the statement of cash flows.
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