Forty Portfolio Mutual Fund Money Managers
| JACAX Fund | USD 55.37 0.26 0.47% |
Break down of Forty Portfolio's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Forty Portfolio's future under-performance.
Forty |
| Symbol | JACAX |
| Name | Forty Portfolio Institutional |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Forty Portfolio Institutional Leadership is currently not available.
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| FSLY | Fastly Class A | |
| MOB | Mobilicom Limited American | |
| CMG | Chipotle Mexican Grill | |
| CSAN | Cosan SA ADR | |
| RKT | Rocket Companies |
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Forty Portfolio Net Asset Comparison
Forty Portfolio Institutional is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 180.24 Billion. Forty Portfolio adds roughly 868.14 Million in net asset claiming only tiny portion of funds under Large Growth category.
Forty Portfolio Inst Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Forty Portfolio Inst Price Series Summation is a cross summation of Forty Portfolio price series and its benchmark/peer.
About Forty Portfolio Management Performance
The success or failure of an entity such as Forty Portfolio Inst often depends on how effective the management is. Forty Portfolio management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Forty management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Forty management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. The fund is non-diversified.
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.
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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