Balanced Fund Financial Statements From 2010 to 2025

JBAFX Fund  USD 29.03  0.14  0.48%   
Balanced Fund financial statements provide useful quarterly and yearly information to potential Balanced Fund Class investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Balanced Fund financial statements helps investors assess Balanced Fund's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Balanced Fund's valuation are summarized below:
Balanced Fund Class does not presently have any fundamental signals for analysis.
Check Balanced Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Balanced Fund'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 Fund Valuation or Volatility modules.
  
This module can also supplement various Balanced Fund Technical models . Check out the analysis of Balanced Fund Correlation against competitors.

Balanced Fund Class Mutual Fund Price To Book Analysis

Balanced Fund'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.

P/B

 = 

MV Per Share

BV Per Share

More About Price To Book | All Equity Analysis

Current Balanced Fund Price To Book

    
  2.50 X  
Most of Balanced Fund'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 Fund Class 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 Fund Class has a Price To Book of 2.5 times. This is 85.19% higher than that of the John Hancock 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 Fund Class Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Balanced Fund's current stock value. Our valuation model uses many indicators to compare Balanced Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balanced Fund competition to find correlations between indicators driving Balanced Fund's intrinsic value. More Info.
Balanced Fund Class 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  0.51  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Balanced Fund Class is roughly  1.98 . 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 Fund's earnings, one of the primary drivers of an investment's value.

About Balanced Fund Financial Statements

Balanced Fund investors use historical fundamental indicators, such as Balanced Fund'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 Fund. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 25 percent of assets in equity securities and at least 25 percent of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.

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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 Fund 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 Fund security.
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