Johnson Enhanced Return Fund Quote
JENHX Fund | USD 18.62 0.03 0.16% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Johnson Enhanced is trading at 18.62 as of the 3rd of December 2024; that is 0.16 percent increase since the beginning of the trading day. The fund's open price was 18.59. Johnson Enhanced has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Johnson Enhanced Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of December 2022 and ending today, the 3rd of December 2024. Click here to learn more.
The fund invests in the large cap equity market by using SP 500 Index futures, combined with alpha generating short duration investment-grade fixed income securities. The advisor attempts to track an underlying equity index consisting of a representative sampling of the leading large capitalization companies in the leading industries in the U.S. More on Johnson Enhanced Return
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Moving against Johnson Mutual Fund
Johnson Mutual Fund Highlights
Fund Concentration | Johnson Mutual Funds, Large Blend Funds, Large Blend, Johnson Mutual Funds (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 1st of May 2023 |
Fiscal Year End | December |
Johnson Enhanced Return [JENHX] is traded in USA and was established 3rd of December 2024. Johnson Enhanced is listed under Johnson Mutual Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Johnson Mutual Funds family. This fund currently has accumulated 230.54 M in assets under management (AUM) with minimum initial investment of 1000 K. Johnson Enhanced Return is currently producing year-to-date (YTD) return of 26.2% with the current yeild of 0.03%, while the total return for the last 3 years was 7.27%.
Check Johnson Enhanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Johnson Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Johnson Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Johnson Enhanced Return Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Johnson Enhanced Return Mutual Fund Constituents
FGZXX | First American Funds | Money Market Fund | US Money Market Fund |
Johnson Enhanced Return Risk Profiles
Mean Deviation | 0.5477 | |||
Semi Deviation | 0.655 | |||
Standard Deviation | 0.7524 | |||
Variance | 0.566 |
Johnson Enhanced Against Markets
Other Information on Investing in Johnson Mutual Fund
Johnson Enhanced financial ratios help investors to determine whether Johnson 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 Johnson with respect to the benefits of owning Johnson Enhanced security.
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Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |