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PKAAX PIMCO RAE US A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Meta Platforms (NASDAQ:META), Walmart (NYSE:WMT), Oracle Corp (NYSE:ORCL), Cisco Systems (NASDAQ:CSCO), Amgen (NASDAQ:AMGN), Intel Corp (NASDAQ:INTC), Gilead Sciences (NASDAQ:GILD), MARATHON PETROLEUM Corp (NYSE:MPC), Phillips 66 (NYSE:PSX), Valero Energy Corp (NYSE:VLO).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in securities of companies economically tied to the United States. Specifically, under normal circumstances, the fund will obtain exposure to a portfolio of stocks of U.S. companies. The stocks are selected by the fund's sub-adviser, Research Affiliates, LLC ("Sub-Adviser"), from a broad universe of companies which satisfy certain liquidity and capacity requirements.

Market Cap

The average market capitalization across the PIMCO RAE US A MF is 301.25B. The market cap for tickers in the group ranges from 56.23B to 1.24T. META holds the highest valuation in this group at 1.24T. The lowest valued company is VLO at 56.23B.

Volume

The average weekly volume growth across all stocks in the PIMCO RAE US A MF was -13%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 29
Price Growth Rating: 35
SMR Rating: 46
Profit Risk Rating: 29
Seasonality Score: 4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
PIMCO Equity Series650 Newport Center DriveNewport Beach
Phone
N/A
Web
www.pimco.com
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PKAAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PKAAX has been closely correlated with RMEBX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if PKAAX jumps, then RMEBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PKAAX
1D Price
Change %
PKAAX100%
+0.20%
RMEBX - PKAAX
83%
Closely correlated
-0.23%
RMFEX - PKAAX
83%
Closely correlated
-0.23%
RMFCX - PKAAX
83%
Closely correlated
-0.23%
DOXGX - PKAAX
81%
Closely correlated
+0.94%
VIVAX - PKAAX
78%
Closely correlated
+0.24%
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