Pnc Balanced Allocation Fund Manager Performance Evaluation
| PBLIX Fund | USD 14.18 0.07 0.50% |
The fund holds a Beta of -0.069, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pnc Balanced are expected to decrease at a much lower rate. During the bear market, Pnc Balanced is likely to outperform the market.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pnc Balanced Allocation are ranked lower than 31 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Pnc Balanced showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Spokane County public defender charged with misusing non-profit funds - The Spokesman-Review | 04/22/2025 |
2 | PBS CEO weighs in on the potential impact of cutting public media funding - PBS | 04/29/2025 |
3 | This AZ Dem paid fianc 48K in public funds, handed over woefully inadequate receipts - The Arizona Republic | 05/09/2025 |
4 | Local Ohio librarians urge lawmakers to boost Public Library Fund - Ohio Capital Journal | 05/16/2025 |
5 | US Supreme Court blocks public funding for Oklahoma religious charter schools - BBC | 05/22/2025 |
6 | Group launches ballot initiative to fund public schools by taxing wealthy Michiganders - Michigan Advance | 06/05/2025 |
7 | House Votes To Rescind PBS, NPR And Public Broadcasting Station Funding Update - Deadline | 06/12/2025 |
8 | Public consultation on the Innovation Fund - European Climate, Infrastructure and Environment Executive Agency | 06/25/2025 |
9 | Public Broadcasters Brace for Vote on Sharp Funding Cut This Week - The New York Times | 07/14/2025 |
| Expense Ratio | 0.0400 |
Pnc |
Pnc Balanced Relative Risk vs. Return Landscape
If you would invest 1,208 in Pnc Balanced Allocation on April 20, 2025 and sell it today you would earn a total of 210.00 from holding Pnc Balanced Allocation or generate 17.38% return on investment over 90 days. Pnc Balanced Allocation is currently producing 0.2609% returns and takes up 0.6504% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Pnc, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pnc Balanced Current Valuation
Fairly Valued
Today
Please note that Pnc Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pnc Balanced Allocation holds a recent Real Value of $13.95 per share. The prevailing price of the fund is $14.18. We determine the value of Pnc Balanced Allocation from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pnc Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pnc Mutual Fund. However, Pnc Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 14.18 | Real 13.95 | Hype 14.18 | Naive 14.09 |
The intrinsic value of Pnc Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pnc Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pnc Balanced Allocation helps investors to forecast how Pnc mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pnc Balanced more accurately as focusing exclusively on Pnc Balanced's fundamentals will not take into account other important factors: Pnc Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pnc Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pnc Balanced Allocation, and traders can use it to determine the average amount a Pnc Balanced's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.4012
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PBLIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.4 actual daily | 31 69% of assets perform better |
Based on monthly moving average Pnc Balanced is performing at about 31% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pnc Balanced by adding it to a well-diversified portfolio.
Pnc Balanced Fundamentals Growth
Pnc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pnc Balanced, and Pnc Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pnc Mutual Fund performance.
| Price To Earning | 17.22 X | ||||
| Price To Book | 2.22 X | ||||
| Price To Sales | 1.44 X | ||||
| Total Asset | 17.19 M | ||||
About Pnc Balanced Performance
Evaluating Pnc Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pnc Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pnc Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. The fund is managed for shareholders that plan to retire or begin withdrawing assets around the year 2065, the funds target year. This is the self-elected year of retirement for the investors in the fund.Things to note about Pnc Balanced Allocation performance evaluation
Checking the ongoing alerts about Pnc Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pnc Balanced Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pnc is showing solid risk-adjusted performance over 90 days | |
| Latest headline from news.google.com: Public Broadcasters Brace for Vote on Sharp Funding Cut This Week - The New York Times | |
| The fund maintains about 38.73% of its assets in bonds |
- Analyzing Pnc Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pnc Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Pnc Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pnc Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pnc Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pnc Balanced's mutual fund. These opinions can provide insight into Pnc Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pnc Mutual Fund
Pnc Balanced financial ratios help investors to determine whether Pnc 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 Pnc with respect to the benefits of owning Pnc Balanced security.
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