Balanced Portfolio Financial Statements From 2010 to 2024
| JABLX Fund | USD 51.50 0.41 0.80% |
Check Balanced Portfolio financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Balanced Portfolio's main balance sheet or income statement drivers, such as , as well as many indicators such as . Balanced financial statements analysis is a perfect complement when working with Balanced Portfolio Valuation or Volatility modules.
Balanced |
Balanced Portfolio Institutional Mutual Fund Price To Book Analysis
Balanced Portfolio'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 Balanced Portfolio Price To Book | 3.55 X |
Most of Balanced Portfolio'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, Balanced Portfolio Institutional 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, Balanced Portfolio Institutional has a Price To Book of 3.55 times. This is much higher than that of the Janus Henderson family and significantly higher than that of the Allocation--50% to 70% Equity category. The price to book for all United States funds is notably lower than that of the firm.
Balanced Portfolio Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Balanced Portfolio's current stock value. Our valuation model uses many indicators to compare Balanced Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balanced Portfolio competition to find correlations between indicators driving Balanced Portfolio's intrinsic value. More Info.Balanced Portfolio Institutional is rated second overall fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.48 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Balanced Portfolio Institutional is roughly 2.07 . 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 Balanced Portfolio's earnings, one of the primary drivers of an investment's value.About Balanced Portfolio Financial Statements
Balanced Portfolio investors use historical fundamental indicators, such as Balanced Portfolio's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Balanced Portfolio. Please read more on our technical analysis and fundamental analysis pages.
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.
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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 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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