Forty Portfolio Financials
| JACAX Fund | USD 58.65 0.44 0.76% |
Forty |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Forty Portfolio Fund Summary
Forty Portfolio competes with Chartwell Small, Ancora/thelen Small-mid, Baird Small/mid, Small-midcap Dividend, and Kinetics Small. The Portfolio pursues its investment objective by normally investing in a core group of 30-40 common stocks selected for their growth potential. The Portfolio may also invest in foreign securities, which may include investments in emerging markets. The Portfolio may lend portfolio securities on a short-term or long-term basis to certain qualified broker-dealers and institutions, in an amount equal to up to one-third of its total assets as determined at the time of the loan origination. The fund is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4710218656 |
| Business Address | Janus Aspen Series |
| Mutual Fund Family | Janus Henderson |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 877 335 2687 |
| Currency | USD - US Dollar |
Forty Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Forty Portfolio's current stock value. Our valuation model uses many indicators to compare Forty Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Forty Portfolio competition to find correlations between indicators driving Forty Portfolio's intrinsic value. More Info.Forty Portfolio Institutional is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 2.49 of Price To Book per Price To Earning. 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 Forty Portfolio's earnings, one of the primary drivers of an investment's value.Forty Portfolio Inst Systematic Risk
Forty Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Forty Portfolio volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Forty Portfolio Inst correlated with the market. If Beta is less than 0 Forty Portfolio generally moves in the opposite direction as compared to the market. If Forty Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Forty Portfolio Inst is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Forty Portfolio is generally in the same direction as the market. If Beta > 1 Forty Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Forty Portfolio December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Forty Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Forty Portfolio Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Forty Portfolio Institutional based on widely used predictive technical indicators. In general, we focus on analyzing Forty Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Forty Portfolio's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.12 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 4.63 | |||
| Value At Risk | (1.77) | |||
| Potential Upside | 1.38 |
Other Information on Investing in Forty Mutual Fund
Forty Portfolio financial ratios help investors to determine whether Forty 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 Forty with respect to the benefits of owning Forty Portfolio security.
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