Pacific Capital Financial Statements From 2010 to 2024
| PTXFX Fund | USD 9.70 0.01 0.10% |
Check Pacific Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Pacific Capital's main balance sheet or income statement drivers, such as , as well as many indicators such as . Pacific financial statements analysis is a perfect complement when working with Pacific Capital Valuation or Volatility modules.
Pacific |
Pacific Capital Tax Free Mutual Fund Annual Yield Analysis
Pacific Capital's 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.
Current Pacific Capital Annual Yield | 0 % |
Most of Pacific Capital's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Pacific Capital Tax Free is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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In accordance with the recently published financial statements, Pacific Capital Tax Free has an Annual Yield of 0.0042%. This is much higher than that of the Pacific Capital family and significantly higher than that of the Muni Single State Interm category. The annual yield for all United States funds is notably lower than that of the firm.
Pacific Capital Tax Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pacific Capital's current stock value. Our valuation model uses many indicators to compare Pacific Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pacific Capital competition to find correlations between indicators driving Pacific Capital's intrinsic value. More Info.Pacific Capital Tax Free is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 760.93 of Year To Date Return per Annual Yield. 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 Pacific Capital's earnings, one of the primary drivers of an investment's value.About Pacific Capital Financial Statements
Pacific Capital investors use historical fundamental indicators, such as Pacific Capital's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Pacific Capital. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50 percent of its net assets in Hawaii municipal obligations. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Pacific Mutual Fund
Pacific Capital 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 Capital security.
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