PBFDX Rating, Research - Payson Total Return

Payson Total Return (pbfdx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 86

Threats + Weaknesses = 59

When strengths & opportunities substantially exceed threats & weaknesses an investment in the pbfdx mutual fund has great long term potential.

Fund Management Team

Payson Funds

Fund Description Update

Payson Total Return (PBFDX) Description: PBFDX is a mutual fund, which is an investment that owns a basket of assets. The PBFDX mutual fund was provided by Payson and this investment vehicle derives the majority of its value from equity holdings (stocks). Paysons mutual fund has a short management tenure and is in the small fund size classification. PBFDXs minimum initial investment amount is $2000 while the IRA minimum is $1000. PBFDXs expense ratio is roughly 2%. The latest PBFDXs front end load was 0% and the back end load was 0%. The Payson Total Return (PBFDX) mutual fund falls under the large-cap mixed category. PBFDX focuses its investments in USA and PBFDX is not affiliated with a particular industry or fund sector. The Payson Total Return (PBFDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PBFDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PBFDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high potential capital appreciation. The fund primarily invests in a combination of other forward funds (??underlying funds?), including the following types oUnderlying funds U.S. equity, frontier and emerging market, international equity, U.S. fixed-income, international fixed-income, and money market. It uses an asset allocation strategy designed to provide capital appreciation to investors with a very high risk tolerance and an investment time horizon of 10 years or more.

Management Analysis Update

Performance Analysis Update