Intech Managed Volatility Fund Quote
| JRSIX Fund | USD 12.43 0.04 0.32% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Intech Managed is trading at 12.43 as of the 26th of November 2024; that is 0.32 percent increase since the beginning of the trading day. The fund's open price was 12.39. Intech Managed has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Intech Managed Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
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. More on Intech Managed Volatility
Moving together with Intech Mutual Fund
| 0.98 | JRAAX | Janus Research | PairCorr |
| 0.98 | JRACX | Janus Research | PairCorr |
| 0.98 | JRAIX | Janus Research | PairCorr |
| 0.98 | JRANX | Janus Research | PairCorr |
| 0.98 | JRARX | Janus Henderson Research | PairCorr |
| 0.98 | JRASX | Janus Research | PairCorr |
Moving against Intech Mutual Fund
Intech Mutual Fund Highlights
| Fund Concentration | Janus Henderson Funds, Large Blend Funds, Large Blend, Janus Henderson, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Intech Managed Volatility [JRSIX] is traded in USA and was established 26th of November 2024. Intech Managed is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Janus Henderson family. This fund currently has accumulated 597.25 M in assets under management (AUM) with minimum initial investment of 1000 K. Intech Managed Volatility is currently producing year-to-date (YTD) return of 23.04% with the current yeild of 0.0%, while the total return for the last 3 years was 7.85%.
Check Intech Managed 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 Intech 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 Intech 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 Intech Managed Volatility 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 Intech Managed Volatility Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| FAST | Fastenal Company | Stock | Industrials | |
| EVRG | Evergy, | Stock | Utilities | |
| WYNN | Wynn Resorts Limited | Stock | Consumer Discretionary | |
| PTON | Peloton Interactive | Stock | Consumer Discretionary | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| BA | The Boeing | Stock | Industrials | |
| RMD | ResMed Inc | Stock | Health Care |
Intech Managed Volatility Risk Profiles
| Mean Deviation | 0.5182 | |||
| Semi Deviation | 0.559 | |||
| Standard Deviation | 0.702 | |||
| Variance | 0.4928 |
Intech Managed Against Markets
Other Information on Investing in Intech Mutual Fund
Intech Managed financial ratios help investors to determine whether Intech 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 Intech with respect to the benefits of owning Intech Managed security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |