PCM : NYSE : Financial
$11.18 up 0.02 | 0.18%
Today's Range: 11.14 - 11.21
Avg. Daily Volume: 49800.0
06/27/17 - 1:43 PM ET
RETURN AND EXPENSE COMPARISON (as of Jan 2017)
PCM Return and Expenses Comparison Chart
1 Month: 2.87% 1 Year: 31.41%
3 Month: 4.93% 3 Year: 7.99%
6 Month: 23.37% 5 Year; 10.7%
Year-to-Date 12.94%    
Last Dividend
(05/09/2017)
$0.08    
Last Cap Gain 0.05    
Expense Ratio 2.69%    
MOST RECENT RATINGS CHANGES
Date Price Action From To
03/31/2017 $10.15 Downgrade BUY HOLD
02/28/2017 $10.31 Upgrade HOLD BUY
01/31/2017 $10.27 Downgrade BUY HOLD
12/31/2016 $10.00 Upgrade HOLD BUY
Sector Allocation
PCM Sector Allocation Chart
Basic Materials0.0%
Capital Goods0.0%
Technology0.0%
Consumer Staples0.0%
Healthcare0.0%
Energy0.04%
Finance1.37%
Transportation0.0%
Communication Services0.0%
Utilities0.0%
Miscellaneous32.92%
RETURN AND VOLATILITY MEASURES
 1 Year3 Year
Alpha29.85%4.04%
Beta1.85%1.66%
R-squared14.0%7.0%
Standard Deviation10.76%12.16%
Semi-deviation1.01%2.51%
Definitions:
Alpha - measures the portfolio manager's contribution to performance that is independent of the benchmark.
Beta - measures the portfolio sensitivity to movements in the market relative to the selected underlying benchmark.
R-squared - mesausres how closely the derived forecast was able to explain the performance of the last three years. It also measures diversification with lower number indicating more independence from benchmark.
Standard deviation - measures how closely actual values matched the forecasted values for performance.
Semi-deviation - only considers values that fall below the risk free rate of return.
Top Ten Holdings
Jpmorgan Commercial Mortgage Backed Secs Trust 2009-Rr1 2.15%
Home Equity Mortgage Inabs 1.84%
Cwalt Inc 1.71%
Residential Asset Securities Corp 1.65%
Rbscf Tr 2009-Rr1 1.44%
Hsi Asset Securitization Corp Tr 2007-He2 1.29%
Cwabs Asset-Backed Ctfs Tr 1.11%
Bear Stearns Asset Backed Secs I Tr 1.04%
GS Mortgage Securities Corp 0.97%
Alternative Ln Tr 2007-24 0.95%
 

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