Forty Portfolio Financial Statements From 2010 to 2025
| JACAX Fund | USD 59.11 0.62 1.06% |
Check Forty Portfolio financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Forty Portfolio's main balance sheet or income statement drivers, such as , as well as many indicators such as . Forty financial statements analysis is a perfect complement when working with Forty Portfolio Valuation or Volatility modules.
Forty |
Forty Portfolio Institutional Mutual Fund Price To Book Analysis
Forty 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 Forty Portfolio Price To Book | 5.53 X |
Most of Forty 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, Forty 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, Forty Portfolio Institutional has a Price To Book of 5.53 times. This is much higher than that of the Janus Henderson family and significantly higher than that of the Large Growth category. The price to book for all United States funds is notably lower than that of the firm.
Forty Portfolio Inst Fundamental Drivers 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.About Forty Portfolio Financial Statements
Forty Portfolio investors use historical fundamental indicators, such as Forty 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 Forty Portfolio. Please read more on our technical analysis and fundamental analysis pages.
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.
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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 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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