Enterprise Portfolio Financials
| JAAGX Fund | USD 81.82 0.66 0.80% |
Enterprise |
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.
Enterprise Portfolio Fund Summary
Enterprise Portfolio competes with Virtus Nfj, Guidemark Large, Pace Large, T Rowe, and Oakmark Select. The Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50 percent of its equity assets in medium-sized companies. The Portfolio considers medium-sized companies to be those whose market capitalization falls within the range of companies in the Russell Midcap Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4710212048 |
| Business Address | Janus Aspen Series |
| Mutual Fund Family | Janus Henderson |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 877 335 2687 |
| Currency | USD - US Dollar |
Enterprise Portfolio Key Financial Ratios
Enterprise Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Enterprise Portfolio's current stock value. Our valuation model uses many indicators to compare Enterprise Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Enterprise Portfolio competition to find correlations between indicators driving Enterprise Portfolio's intrinsic value. More Info.Enterprise 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 0.88 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Enterprise Portfolio Institutional is roughly 1.14 . 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 Enterprise Portfolio's earnings, one of the primary drivers of an investment's value.Enterprise Portfolio Systematic Risk
Enterprise Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Enterprise Portfolio volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Enterprise Portfolio correlated with the market. If Beta is less than 0 Enterprise Portfolio generally moves in the opposite direction as compared to the market. If Enterprise Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Enterprise Portfolio is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Enterprise Portfolio is generally in the same direction as the market. If Beta > 1 Enterprise Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Enterprise Portfolio March 29, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Enterprise Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Enterprise Portfolio Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Enterprise Portfolio Institutional based on widely used predictive technical indicators. In general, we focus on analyzing Enterprise Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Enterprise Portfolio's daily price indicators and compare them against related drivers.
| Information Ratio | 0.0098 | |||
| Maximum Drawdown | 4.04 | |||
| Value At Risk | (1.73) | |||
| Potential Upside | 1.58 |
Other Information on Investing in Enterprise Mutual Fund
Enterprise Portfolio financial ratios help investors to determine whether Enterprise 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 Enterprise with respect to the benefits of owning Enterprise Portfolio security.
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