Retirement Choices At Fund Holdings Turnover
| JREOXDelisted Fund | USD 9.70 0.00 0.00% |
Retirement Choices At fundamentals help investors to digest information that contributes to Retirement Choices' financial success or failures. It also enables traders to predict the movement of Retirement Mutual Fund. The fundamental analysis module provides a way to measure Retirement Choices' 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 Retirement Choices mutual fund.
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Retirement Choices At Mutual Fund Holdings Turnover Analysis
Retirement Choices' Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
CompetitionAccording to the company disclosure, Retirement Choices At has a Holdings Turnover of 0.0%. This is 100.0% lower than that of the John Hancock family and about the same as Target-Date 2025 (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Retirement Choices
The fund invests 27.43% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (65.21%) , cash (6.21%) and various exotic instruments.Asset allocation divides Retirement Choices' 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.
Retirement Fundamentals
| Price To Earning | 17.64 X | |||
| Price To Book | 2.04 X | |||
| Price To Sales | 1.46 X | |||
| Total Asset | 996.21 M | |||
| One Year Return | 7.47 % | |||
| Three Year Return | 5.17 % | |||
| Five Year Return | 4.67 % | |||
| Ten Year Return | 6.88 % | |||
| Net Asset | 996.21 M | |||
| Last Dividend Paid | 0.28 | |||
| Cash Position Weight | 6.21 % | |||
| Equity Positions Weight | 27.43 % | |||
| Bond Positions Weight | 65.21 % |
About Retirement Choices Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Retirement Choices At's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Retirement Choices using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Retirement Choices At 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.
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Other Consideration for investing in Retirement Mutual Fund
If you are still planning to invest in Retirement Choices check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Retirement Choices' history and understand the potential risks before investing.
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