Pimco Preferred And Fund Quote
| PFCJX Fund | USD 8.95 0.05 0.56% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Pimco Preferred is trading at 8.95 as of the 5th of May 2024; that is 0.56 percent up since the beginning of the trading day. The fund's open price was 8.9. Pimco Preferred has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Pimco Preferred And are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of January 2023 and ending today, the 5th of May 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in a diversified portfolio of preferred securities and Capital Securities. Capital Securities include securities issued by U.S. and non-U.S. financial institutions that can be used to satisfy their regulatory capital requirements and securities, which may include instruments referred to as hybrid securities, that would be subordinated to at least one type of debt.. More on Pimco Preferred And
Moving together with Pimco Mutual Fund
| 0.85 | PWLEX | Pimco Rae Worldwide | PairCorr |
| 0.86 | PWLBX | Pimco Rae Worldwide | PairCorr |
| 0.86 | PWLMX | Pimco Rae Worldwide | PairCorr |
| 0.87 | PWLIX | Pimco Rae Worldwide | PairCorr |
| 0.88 | PFBPX | Pimco Foreign Bond | PairCorr |
| 0.87 | PFATX | Pimco Fundamental | PairCorr |
Pimco Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Pimco Preferred's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Pimco Preferred or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | PIMCO Funds, Large Funds, Preferred Stock Funds, Preferred Stock, PIMCO (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 18th of April 2023 |
| Fiscal Year End | March |
Pimco Preferred And [PFCJX] is traded in USA and was established 5th of May 2024. Pimco Preferred is listed under PIMCO category by Fama And French industry classification. The fund is listed under Preferred Stock category and is part of PIMCO family. This fund at this time has accumulated 1.02 B in assets with no minimum investment requirementsPimco Preferred And is currently producing year-to-date (YTD) return of 3.27% with the current yeild of 0.04%, while the total return for the last 3 years was -2.04%.
Check Pimco Preferred Probability Of Bankruptcy
Instrument Allocation
Pimco Preferred Target Price Odds Analysis
Based on a normal probability distribution, the odds of Pimco Preferred jumping above the current price in 90 days from now is about 9.85%. The Pimco Preferred And probability density function shows the probability of Pimco Preferred mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Pimco Preferred has a beta of 0.1939 indicating as returns on the market go up, Pimco Preferred average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pimco Preferred And will be expected to be much smaller as well. Additionally, pimco Preferred And has an alpha of 0.0077, implying that it can generate a 0.007734 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Pimco Preferred to move above the current price in 90 days from now is about 9.85 (This Pimco Preferred And probability density function shows the probability of Pimco Mutual Fund to fall within a particular range of prices over 90 days) .
Pimco Preferred And Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Pimco Preferred market risk premium is the additional return an investor will receive from holding Pimco Preferred long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Pimco Preferred. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Pimco Preferred's alpha and beta are two of the key measurements used to evaluate Pimco Preferred's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.1767 | |||
| Semi Deviation | 0.217 | |||
| Standard Deviation | 0.2883 | |||
| Variance | 0.0831 |
Pimco Preferred Against Markets
Picking the right benchmark for Pimco Preferred mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Pimco Preferred mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Pimco Preferred is critical whether you are bullish or bearish towards Pimco Preferred And at a given time. Please also check how Pimco Preferred's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Pimco Preferred without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Pimco Mutual Fund?
Before investing in Pimco Preferred, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Pimco Preferred. To buy Pimco Preferred fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Pimco Preferred. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Pimco Preferred fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Pimco Preferred And fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Pimco Preferred And fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Pimco Preferred And, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Pimco Preferred And?
The danger of trading Pimco Preferred And is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Pimco Preferred is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Pimco Preferred. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Pimco Preferred And is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pimco Preferred And. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.