Multi Index 2010 Lifetime Fund Fundamentals
| JRLFX Fund | USD 10.38 0.02 0.19% |
Multi Index 2010 Lifetime fundamentals help investors to digest information that contributes to Multi-index 2010's financial success or failures. It also enables traders to predict the movement of Multi-index Mutual Fund. The fundamental analysis module provides a way to measure Multi-index 2010'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 Multi-index 2010 mutual fund.
Multi-index |
Multi Index 2010 Lifetime Mutual Fund Year To Date Return Analysis
Multi-index 2010'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 Multi-index 2010 Year To Date Return | 6.51 % |
Most of Multi-index 2010'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, Multi Index 2010 Lifetime 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, Multi Index 2010 Lifetime has a Year To Date Return of 6.515%. This is much higher than that of the John Hancock family and significantly higher than that of the Target-Date 2000-2010 category. The year to date return for all United States funds is notably lower than that of the firm.
Multi Index 2010 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Multi-index 2010's current stock value. Our valuation model uses many indicators to compare Multi-index 2010 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Multi-index 2010 competition to find correlations between indicators driving Multi-index 2010's intrinsic value. More Info.Multi Index 2010 Lifetime is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 215.73 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 Multi-index 2010's earnings, one of the primary drivers of an investment's value.Multi-index Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Multi-index 2010'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 Multi-index 2010 could also be used in its relative valuation, which is a method of valuing Multi-index 2010 by comparing valuation metrics of similar companies.Multi Index is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Multi-index 2010
The fund invests 30.04% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (10.54%) , cash (12.28%) and various exotic instruments.Asset allocation divides Multi-index 2010'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.
Multi-index Fundamentals
| Total Asset | 39.15 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 6.51 % | ||||
| One Year Return | 12.48 % | ||||
| Three Year Return | 1.11 % | ||||
| Five Year Return | 4.08 % | ||||
| Net Asset | 26.06 M | ||||
| Last Dividend Paid | 0.16 | ||||
| Cash Position Weight | 12.28 % | ||||
| Equity Positions Weight | 30.04 % | ||||
| Bond Positions Weight | 10.54 % |
About Multi-index 2010 Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Multi Index 2010 Lifetime's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Multi-index 2010 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Multi Index 2010 Lifetime 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.Under normal market conditions, the fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2010. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.
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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 Multi-index Mutual Fund
Multi-index 2010 financial ratios help investors to determine whether Multi-index 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 Multi-index with respect to the benefits of owning Multi-index 2010 security.
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