Pimco Total Return Fund Quote

PTTPX Fund  USD 8.56  0.01  0.12%   

Performance

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Odds Of Distress

Less than 44

 
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Pimco Total is trading at 8.56 as of the 29th of March 2024; that is -0.12 percent decrease since the beginning of the trading day. The fund's open price was 8.57. Pimco Total has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Pimco Total Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
The fund invests at least 65 percent of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 20 percent of its total assets in high yield securities. More on Pimco Total Return

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 Total's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Pimco Total or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationPIMCO Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, PIMCO (View all Sectors)
Update Date31st of March 2024
Pimco Total Return [PTTPX] is traded in USA and was established 29th of March 2024. Pimco Total is listed under PIMCO category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of PIMCO family. This fund at this time has accumulated 69.25 B in assets with no minimum investment requirementsPimco Total Return is currently producing year-to-date (YTD) return of 0.07% with the current yeild of 0.04%, while the total return for the last 3 years was -2.48%.
Check Pimco Total Probability Of Bankruptcy

Pimco Total Target Price Odds Analysis

Based on a normal probability distribution, the odds of Pimco Total jumping above the current price in 90 days from now is about 21.37%. The Pimco Total Return probability density function shows the probability of Pimco Total mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Pimco Total has a beta of 0.2482 indicating as returns on the market go up, Pimco Total average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pimco Total Return will be expected to be much smaller as well. Additionally, pimco Total Return has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 8.56HorizonTargetOdds Above 8.56
77.37%90 days
 8.56 
21.37%
Based on a normal probability distribution, the odds of Pimco Total to move above the current price in 90 days from now is about 21.37 (This Pimco Total Return probability density function shows the probability of Pimco Mutual Fund to fall within a particular range of prices over 90 days) .

Pimco Total Return Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Pimco Total market risk premium is the additional return an investor will receive from holding Pimco Total 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 Total. 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 Total's alpha and beta are two of the key measurements used to evaluate Pimco Total's performance over the market, the standard measures of volatility play an important role as well.

Pimco Total Against Markets

Picking the right benchmark for Pimco Total 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 Total 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 Total is critical whether you are bullish or bearish towards Pimco Total Return at a given time. Please also check how Pimco Total'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 Total 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.

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How to buy Pimco Mutual Fund?

Before investing in Pimco Total, 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 Total. To buy Pimco Total fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Pimco Total. 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 Total fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Pimco Total Return 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 Total Return 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 Total Return, 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 Total Return?

The danger of trading Pimco Total Return 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 Total 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 Total. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Pimco Total Return 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 Total Return. 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 american community survey.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

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When running Pimco Total's price analysis, check to measure Pimco Total's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pimco Total is operating at the current time. Most of Pimco Total's value examination focuses on studying past and present price action to predict the probability of Pimco Total's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pimco Total's price. Additionally, you may evaluate how the addition of Pimco Total to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Pimco Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if Pimco Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pimco Total's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.