Strategic Income Opportunities Fund Quote
| JIPAX Fund | USD 10.07 0.03 0.30% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Strategic Income is trading at 10.07 as of the 28th of November 2024; that is 0.30% up since the beginning of the trading day. The fund's open price was 10.04. Strategic Income 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. Equity ratings for Strategic Income Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in the following types of securities, which may be denominated in U.S. dollars or foreign currencies foreign government and corporate debt securities from developed and emerging markets, U.S. government and agency securities, domestic high-yield bonds, and investment-grade corporate bonds and currency instruments. More on Strategic Income Opportunities
Moving together with Strategic Mutual Fund
Moving against Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Value Funds, Multisector Bond Funds, Multisector Bond, John Hancock (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Strategic Income Opportunities [JIPAX] is traded in USA and was established 28th of November 2024. Strategic Income is listed under John Hancock category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of John Hancock family. This fund currently has accumulated 3.38 B in assets under management (AUM) with no minimum investment requirementsStrategic Income Opp is currently producing year-to-date (YTD) return of 3.06% with the current yeild of 0.0%, while the total return for the last 3 years was -0.14%.
Check Strategic Income 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 Strategic 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 Strategic 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 Strategic Income Opportunities 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 Strategic Income Opportunities Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials | |
| DAL | Delta Air Lines | Stock | Industrials |
Strategic Income Opp Risk Profiles
| Mean Deviation | 0.128 | |||
| Semi Deviation | 0.1664 | |||
| Standard Deviation | 0.1726 | |||
| Variance | 0.0298 |
Strategic Income Against Markets
Other Information on Investing in Strategic Mutual Fund
Strategic Income financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Income security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |