Pax Small Financials
| PXSIX Fund | USD 19.85 0.13 0.65% |
Pax |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Pax Small Fund Summary
Pax Small competes with Pax Msci, Pax Global, Parnassus Mid, and Community Reinvestment. The fund invests at least 80 percent of its net assets in equity securities of companies that, when purchased, have capitalizations within the range of the Russell 2000 Index as measured by market capitalization. The fund may invest up to 45 percent of its assets in securities of non-U.S. issuers. It may invest no more than 25 percent of its assets in securities of non-U.S. issuers other than ADRs.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7042238177 |
| Business Address | Pax World Funds |
| Mutual Fund Family | Impax Asset Management |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 372 7827 |
| Currency | USD - US Dollar |
Pax Small Key Financial Ratios
Pax Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pax Small's current stock value. Our valuation model uses many indicators to compare Pax Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pax Small competition to find correlations between indicators driving Pax Small's intrinsic value. More Info.Pax Small Cap is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Pax Small Cap is roughly 15.12 . 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 Pax Small's earnings, one of the primary drivers of an investment's value.Pax Small Cap Systematic Risk
Pax Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pax Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Pax Small Cap correlated with the market. If Beta is less than 0 Pax Small generally moves in the opposite direction as compared to the market. If Pax Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pax Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pax Small is generally in the same direction as the market. If Beta > 1 Pax Small moves generally in the same direction as, but more than the movement of the benchmark.
Pax Small December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pax Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pax Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pax Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Pax Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pax Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9481 | |||
| Information Ratio | 0.0447 | |||
| Maximum Drawdown | 5.9 | |||
| Value At Risk | (1.50) | |||
| Potential Upside | 1.84 |
Other Information on Investing in Pax Mutual Fund
Pax Small financial ratios help investors to determine whether Pax 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 Pax with respect to the benefits of owning Pax Small security.
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