Pgim Conservative Cash Position Weight vs. Ten Year Return

PGFCX Fund  USD 10.66  0.01  0.09%   
Based on the measurements of profitability obtained from Pgim Conservative's financial statements, Pgim Conservative Retirement may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Pgim Conservative's ability to earn profits and add value for shareholders.
For Pgim Conservative profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pgim Conservative to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pgim Conservative Retirement utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pgim Conservative's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pgim Conservative Retirement over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Pgim Conservative's value and its price as these two are different measures arrived at by different means. Investors typically determine if Pgim Conservative is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pgim Conservative'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.

Pgim Conservative Ten Year Return vs. Cash Position Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Pgim Conservative's current stock value. Our valuation model uses many indicators to compare Pgim Conservative value to that of its competitors to determine the firm's financial worth.
Pgim Conservative Retirement is rated top fund in cash position weight among similar funds. It also is rated top fund in ten year return among similar funds . 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 Pgim Conservative's earnings, one of the primary drivers of an investment's value.

Pgim Ten Year Return vs. Cash Position Weight

Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Pgim Conservative

Cash Percentage

 = 

% of Cash

in the fund

 = 
1.15 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Pgim Conservative

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
(6.10) %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

Pgim Ten Year Return Comparison

Pgim Conservative is currently under evaluation in ten year return among similar funds.

Pgim Conservative Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Pgim Conservative, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pgim Conservative will eventually generate negative long term returns. The profitability progress is the general direction of Pgim Conservative's change in net profit over the period of time. It can combine multiple indicators of Pgim Conservative, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund will invest approximately 60 percent of its total assets in underlying funds that invest primarily in fixed income securities and invest the remainder of the funds total assets in underlying funds that invest primarily in equity securities and non-traditional asset classes.

Pgim Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Pgim Conservative. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pgim Conservative position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pgim Conservative's important profitability drivers and their relationship over time.

Use Pgim Conservative in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pgim Conservative position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pgim Conservative will appreciate offsetting losses from the drop in the long position's value.

Pgim Conservative Pair Trading

Pgim Conservative Retirement Pair Trading Analysis

The ability to find closely correlated positions to Pgim Conservative could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pgim Conservative when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pgim Conservative - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pgim Conservative Retirement to buy it.
The correlation of Pgim Conservative is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pgim Conservative moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pgim Conservative moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Pgim Conservative can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Pgim Conservative position

In addition to having Pgim Conservative in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Cash Cows Thematic Idea Now

Cash Cows
Cash Cows Theme
Entities with stable and reliable earnings or profits, which allows them to pay consistent dividends to their shareholders. The Cash Cows theme has 25 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Cash Cows Theme or any other thematic opportunities.
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Other Information on Investing in Pgim Mutual Fund

To fully project Pgim Conservative's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pgim Conservative at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pgim Conservative's income statement, its balance sheet, and the statement of cash flows.
Potential Pgim Conservative investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Pgim Conservative investors may work on each financial statement separately, they are all related. The changes in Pgim Conservative's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Pgim Conservative's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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