Payden Equity Income Fund Quote

PYVAX Fund  USD 19.42  0.08  0.41%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Payden Equity is trading at 19.42 as of the 13th of December 2024; that is 0.41% down since the beginning of the trading day. The fund's open price was 19.5. Payden Equity has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of May 2023 and ending today, the 13th of December 2024. Click here to learn more.
The fund invests primarily in large capitalization value stocks, defined as stocks with sustainable cash flows that have the ability to pay and grow their dividends over time, and other income producing equity securities, including by way of example, preferred stocks, real estate investment trusts and master limited partnerships.. More on Payden Equity Income

Moving together with Payden Mutual Fund

  0.83PYARX Payden Absolute ReturnPairCorr

Moving against Payden Mutual Fund

  0.71PYELX Payden Emerging MarketsPairCorr
  0.7PYILX Payden Rygel InvestmentPairCorr
  0.59PYUSX Payden GovernmentPairCorr
  0.58PYCWX Payden E BondPairCorr
  0.58PYCSX Payden Core BondPairCorr
  0.55PYCBX Payden E BondPairCorr

Payden Mutual Fund Highlights

Fund ConcentrationPaydenfunds Funds, Large Value Funds, Large Value, Paydenfunds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Payden Equity Income [PYVAX] is traded in USA and was established 13th of December 2024. Payden Equity is listed under Paydenfunds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Paydenfunds family. This fund at this time has accumulated 1.27 B in assets with no minimum investment requirementsPayden Equity Income is currently producing year-to-date (YTD) return of 21.73% with the current yeild of 0.01%, while the total return for the last 3 years was 7.33%.
Check Payden Equity Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Payden Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Payden Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Payden Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Payden Equity Income Mutual Fund Constituents

AAPLApple IncStockInformation Technology
CCitigroupStockFinancials
CVXChevron CorpStockEnergy
PFEPfizer IncStockHealth Care
HDHome DepotStockConsumer Discretionary
CVSCVS Health CorpStockHealth Care
GSGoldman Sachs GroupStockFinancials
PNCPNC Financial ServicesStockFinancials
More Details

Payden Equity Income Risk Profiles

Payden Equity Against Markets

Other Information on Investing in Payden Mutual Fund

Payden Equity financial ratios help investors to determine whether Payden 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 Payden with respect to the benefits of owning Payden Equity security.
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