Johnson Equity Financials
| JEQSX Fund | 35.89 0.22 0.62% |
Johnson |
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.
Johnson Equity Fund Summary
Johnson Equity competes with Johnson Core, Johnson Enhanced, Johnson Equity, Johnson Institutional, and Johnson Institutional. The fund invests primarily in equity securities of larger-sized U.S. companies that its adviser believes offer opportunities for above-average dividend income and capital growth. Under normal circumstances, at least 80 percent of the funds total assets will be invested in income-producing equity securities.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Johnson Mutual Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
Johnson Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Johnson Equity's current stock value. Our valuation model uses many indicators to compare Johnson Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Johnson Equity competition to find correlations between indicators driving Johnson Equity's intrinsic value. More Info.Johnson Equity Income is rated below average in annual yield among similar funds. It is rated below average in net asset among similar funds making up about 92,817,715,942 of Net Asset per Annual Yield. 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 Johnson Equity's earnings, one of the primary drivers of an investment's value.Johnson Equity Income Systematic Risk
Johnson Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Johnson Equity 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 Johnson Equity Income correlated with the market. If Beta is less than 0 Johnson Equity generally moves in the opposite direction as compared to the market. If Johnson Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Johnson Equity Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Johnson Equity is generally in the same direction as the market. If Beta > 1 Johnson Equity moves generally in the same direction as, but more than the movement of the benchmark.
Johnson Equity January 10, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Johnson Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Johnson Equity Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Johnson Equity Income based on widely used predictive technical indicators. In general, we focus on analyzing Johnson Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Johnson Equity's daily price indicators and compare them against related drivers.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 9.2 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 0.9254 |
Other Information on Investing in Johnson Mutual Fund
Johnson Equity financial ratios help investors to determine whether Johnson 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 Johnson with respect to the benefits of owning Johnson Equity security.
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