Intech Managed Ten Year Return vs. Equity Positions Weight
| JRSTX Fund | USD 11.74 0.08 0.69% |
For Intech Managed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Intech Managed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Intech Managed Volatility utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Intech Managed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Intech Managed Volatility over time as well as its relative position and ranking within its peers.
Intech |
Intech Managed Volatility Equity Positions Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Intech Managed's current stock value. Our valuation model uses many indicators to compare Intech Managed value to that of its competitors to determine the firm's financial worth. Intech Managed Volatility is currently considered the top fund in ten year return among similar funds. It also is currently considered the top fund in equity positions weight among similar funds making about 8.51 of Equity Positions Weight per Ten Year Return. 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 Intech Managed's earnings, one of the primary drivers of an investment's value.Intech Equity Positions Weight vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Intech Managed |
| = | 11.71 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Intech Managed |
| = | 99.64 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Intech Equity Positions Weight Comparison
Intech Managed is currently under evaluation in equity positions weight among similar funds.
Intech Managed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Intech Managed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Intech Managed will eventually generate negative long term returns. The profitability progress is the general direction of Intech Managed's change in net profit over the period of time. It can combine multiple indicators of Intech Managed, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities of U.S. companies, including, but not limited to, common stocks, depositary receipts. It seeks to achieve market-like returns with lower volatility over a full market cycle than the Russell 1000 Index. The fund seeks to generate such returns with volatility that can range from approximately 0 percent to 40 percent lower than the Russell 1000 Index.
Intech Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Intech Managed. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Intech Managed position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Intech Managed's important profitability drivers and their relationship over time.
Use Intech Managed in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Intech Managed position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Intech Managed will appreciate offsetting losses from the drop in the long position's value.Intech Managed Pair Trading
Intech Managed Volatility Pair Trading Analysis
The ability to find closely correlated positions to Intech Managed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Intech Managed when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Intech Managed - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Intech Managed Volatility to buy it.
The correlation of Intech Managed is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Intech Managed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Intech Managed Volatility moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Intech Managed can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Intech Managed position
In addition to having Intech Managed in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Long Short Funds Thematic Idea Now
Long Short Funds
Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. The Long Short Funds theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Long Short Funds Theme or any other thematic opportunities.
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Other Information on Investing in Intech Mutual Fund
To fully project Intech Managed's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Intech Managed Volatility at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Intech Managed's income statement, its balance sheet, and the statement of cash flows.
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