Forty Portfolio Institutional Fund Quote
| JACAX Fund | USD 55.76 1.24 2.27% |
PerformanceVery Weak
| Odds Of DistressLow
|
Forty Portfolio is trading at 55.76 as of the 25th of March 2025; that is 2.27 percent up since the beginning of the trading day. The fund's open price was 54.52. Forty Portfolio has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
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. More on Forty Portfolio Institutional
Moving together with Forty Mutual Fund
Forty Mutual Fund Highlights
| Fund Concentration | Janus Henderson Funds, Large Growth Funds, Large Growth, Janus Henderson (View all Sectors) |
| Update Date | 31st of March 2025 |
Forty Portfolio Institutional [JACAX] is traded in USA and was established 25th of March 2025. Forty Portfolio is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Janus Henderson family. This fund currently has accumulated 868.14 M in assets under management (AUM) with no minimum investment requirementsForty Portfolio Inst is currently producing year-to-date (YTD) return of 1.92% with the current yeild of 0.0%, while the total return for the last 3 years was 9.64%.
Check Forty Portfolio Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Forty Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Forty Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Forty Portfolio Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Forty Portfolio Institutional Mutual Fund Constituents
| C | Citigroup | Stock | Financials | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| DHR | Danaher | Stock | Health Care | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| SNAP | Snap Inc | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NFLX | Netflix | Etf | Communication Services |
Forty Portfolio Inst Risk Profiles
| Mean Deviation | 1.08 | |||
| Standard Deviation | 1.4 | |||
| Variance | 1.96 | |||
| Risk Adjusted Performance | (0.06) |
Forty Portfolio Against Markets
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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