Lifestyle Ii Growth Fund Fundamentals
JLGSX Fund | USD 13.25 0.06 0.45% |
Lifestyle Ii Growth fundamentals help investors to digest information that contributes to Lifestyle's financial success or failures. It also enables traders to predict the movement of Lifestyle Mutual Fund. The fundamental analysis module provides a way to measure Lifestyle'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 Lifestyle mutual fund.
Lifestyle |
Lifestyle Ii Growth Mutual Fund Price To Book Analysis
Lifestyle's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Lifestyle Price To Book | 2.14 X |
Most of Lifestyle's fundamental indicators, such as Price To Book, 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, Lifestyle Ii Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Competition |
Based on the latest financial disclosure, Lifestyle Ii Growth has a Price To Book of 2.14 times. This is 58.52% higher than that of the John Hancock family and significantly higher than that of the Allocation--70% to 85% Equity category. The price to book for all United States funds is notably lower than that of the firm.
Lifestyle Ii Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lifestyle's current stock value. Our valuation model uses many indicators to compare Lifestyle value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lifestyle competition to find correlations between indicators driving Lifestyle's intrinsic value. More Info.Lifestyle Ii Growth is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lifestyle Ii Growth is roughly 8.45 . 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 Lifestyle's earnings, one of the primary drivers of an investment's value.Lifestyle Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lifestyle's direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lifestyle could also be used in its relative valuation, which is a method of valuing Lifestyle by comparing valuation metrics of similar companies.Lifestyle is currently under evaluation in price to book among similar funds.
Fund Asset Allocation for Lifestyle
The fund consists of 76.64% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Lifestyle'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.
Lifestyle Fundamentals
Price To Earning | 18.09 X | ||||
Price To Book | 2.14 X | ||||
Price To Sales | 1.51 X | ||||
Total Asset | 884.52 M | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 14.82 % | ||||
One Year Return | 21.89 % | ||||
Three Year Return | 3.85 % | ||||
Five Year Return | 8.56 % | ||||
Net Asset | 766.56 M | ||||
Last Dividend Paid | 0.2 | ||||
Cash Position Weight | 4.84 % | ||||
Equity Positions Weight | 76.64 % | ||||
Bond Positions Weight | 4.39 % |
About Lifestyle Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lifestyle Ii Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lifestyle using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lifestyle Ii Growth 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 operates as a fund of funds and normally invests approximately 20 percent of its assets in underlying funds that invest primarily in fixed-income securities and approximately 80 percent of its assets in underlying funds that invest primarily in equity securities. underlying funds may be affiliated or unaffiliated and may include exchange-traded funds . Variations in the target percentage allocation between underlying funds that invest primarily in equity securities and underlying funds that invest primarily in fixed-income securities are permitted up to 10.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Lifestyle Mutual Fund
Lifestyle financial ratios help investors to determine whether Lifestyle 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 Lifestyle with respect to the benefits of owning Lifestyle security.
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