Retirement Living Through Fund Fundamentals
JLHAX Fund | USD 10.43 0.07 0.68% |
Retirement Living Through fundamentals help investors to digest information that contributes to Retirement Living's financial success or failures. It also enables traders to predict the movement of Retirement Mutual Fund. The fundamental analysis module provides a way to measure Retirement Living's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Retirement Living mutual fund.
Retirement |
Retirement Living Through Mutual Fund Price To Book Analysis
Retirement Living's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Retirement Living Price To Book | 1.95 X |
Most of Retirement Living's fundamental indicators, such as Price To Book, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Retirement Living Through is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Competition |
Based on the latest financial disclosure, Retirement Living Through has a Price To Book of 1.95 times. This is 44.44% higher than that of the John Hancock family and significantly higher than that of the Target-Date 2035 category. The price to book for all United States funds is notably lower than that of the firm.
Retirement Living Through Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Retirement Living's current stock value. Our valuation model uses many indicators to compare Retirement Living value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Retirement Living competition to find correlations between indicators driving Retirement Living's intrinsic value. More Info.Retirement Living Through 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Retirement Living Through is roughly 8.88 . 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 Retirement Living's earnings, one of the primary drivers of an investment's value.Retirement Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Retirement Living's direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Retirement Living could also be used in its relative valuation, which is a method of valuing Retirement Living by comparing valuation metrics of similar companies.Retirement Living is currently under evaluation in price to book among similar funds.
Fund Asset Allocation for Retirement Living
The fund consists of 73.68% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Retirement Living's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Retirement Fundamentals
Price To Earning | 17.32 X | ||||
Price To Book | 1.95 X | ||||
Price To Sales | 1.37 X | ||||
Total Asset | 191.99 M | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 14.22 % | ||||
One Year Return | 15.86 % | ||||
Three Year Return | 2.76 % | ||||
Five Year Return | 7.70 % | ||||
Ten Year Return | 8.46 % | ||||
Net Asset | 1.08 B | ||||
Last Dividend Paid | 0.15 | ||||
Cash Position Weight | 5.13 % | ||||
Equity Positions Weight | 73.68 % | ||||
Bond Positions Weight | 3.57 % |
About Retirement Living Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Retirement Living Through's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Retirement Living using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Retirement Living Through based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2035. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Retirement Mutual Fund
Retirement Living financial ratios help investors to determine whether Retirement 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 Retirement with respect to the benefits of owning Retirement Living security.
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