Johnson Institutional Intermediate Fund Fundamentals
| JIMEX Fund | USD 14.97 0.05 0.34% |
Johnson Institutional Intermediate fundamentals help investors to digest information that contributes to Johnson Institutional's financial success or failures. It also enables traders to predict the movement of Johnson Mutual Fund. The fundamental analysis module provides a way to measure Johnson Institutional's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Johnson Institutional mutual fund.
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Johnson Institutional Intermediate Mutual Fund Year To Date Return Analysis
Johnson Institutional's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Johnson Institutional Year To Date Return | 3.82 % |
Most of Johnson Institutional's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Johnson Institutional Intermediate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Johnson Institutional Intermediate has a Year To Date Return of 3.8206%. This is much higher than that of the Johnson Mutual Funds family and significantly higher than that of the Intermediate Core Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Johnson Institutional Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Johnson Institutional's current stock value. Our valuation model uses many indicators to compare Johnson Institutional value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Johnson Institutional competition to find correlations between indicators driving Johnson Institutional's intrinsic value. More Info.Johnson Institutional Intermediate is rated third overall fund in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 1,819 of Year To Date Return per Annual Yield. 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 Johnson Institutional's earnings, one of the primary drivers of an investment's value.Johnson Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Johnson Institutional's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Johnson Institutional could also be used in its relative valuation, which is a method of valuing Johnson Institutional by comparing valuation metrics of similar companies.Johnson Institutional is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Johnson Institutional
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Johnson Institutional's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Johnson Fundamentals
| Total Asset | 270.39 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 3.82 % | ||||
| One Year Return | 6.25 % | ||||
| Three Year Return | (0.30) % | ||||
| Five Year Return | 0.81 % | ||||
| Ten Year Return | 3.39 % | ||||
| Net Asset | 156.6 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 0.80 % | ||||
| Bond Positions Weight | 0.95 % |
About Johnson Institutional Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Johnson Institutional Intermediate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Johnson Institutional using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Johnson Institutional Intermediate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its net assets, plus any amounts for borrowing, in a broad range of investment grade fixed income securities, including bonds, notes, domestic and foreign corporate and government securities, government agency securities, mortgage-backed securities, collateralized mortgage obligations, asset-backed securities, municipal securities and short-term obligations. It does not limit itself to securities of a particular maturity range but will normally seek to maintain a dollar weighted average duration between 3 and 5 years.
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Johnson Institutional financial ratios help investors to determine whether Johnson 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 Johnson with respect to the benefits of owning Johnson Institutional security.
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