Balanced Portfolio Mutual Fund Money Managers

JABLX Fund  USD 51.70  0.20  0.39%   
Break down of Balanced Portfolio's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Balanced Portfolio's future under-performance.
  
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Symbol  JABLX
Name  Balanced Portfolio Institutional
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Balanced Portfolio Institutional Leadership is currently not available.

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Balanced Portfolio Net Asset Comparison

Balanced Portfolio Institutional is rated second overall fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 198.07 Billion. Balanced Portfolio holds roughly 3.98 Billion in net asset claiming about 2.01% of funds in Allocation--50% to 70% Equity category.

Balanced Portfolio Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Balanced Portfolio Price Series Summation is a cross summation of Balanced Portfolio price series and its benchmark/peer.

About Balanced Portfolio Management Performance

The success or failure of an entity such as Balanced Portfolio often depends on how effective the management is. Balanced Portfolio management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Balanced management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Balanced management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The Portfolio pursues its investment objective by normally investing 35-70 percent of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25 percent of its assets in fixed-income senior securities. The Portfolio may also invest in foreign securities, which may include investments in emerging markets.
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.

Other Information on Investing in Balanced Mutual Fund

Balanced Portfolio financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Portfolio security.
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