Research Portfolio is trading at 56.86 as of the 26th of March 2025; that is 0.39 percent up since the beginning of the trading day. The fund's open price was 56.64. Research Portfolio has about a 22 % 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 26th of December 2024 and ending today, the 26th of March 2025. Click here to learn more.
The portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund is non-diversified. More on Research Portfolio Institutional
Research Portfolio Institutional [JAGRX] is traded in USA and was established 26th of March 2025. Research 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 557.98 M in assets under management (AUM) with no minimum investment requirementsResearch Portfolio is currently producing year-to-date (YTD) return of 1.09% with the current yeild of 0.0%, while the total return for the last 3 years was 13.01%.
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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 Research 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 Research 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 Research 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 Research Portfolio Institutional Mutual Fund Constituents
Other Information on Investing in Research Mutual Fund
Research Portfolio financial ratios help investors to determine whether Research 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 Research with respect to the benefits of owning Research Portfolio security.