Johnson Equity Income Fund Manager Performance Evaluation
| JEQIX Fund | USD 39.74 0.07 0.18% |
The fund retains a Market Volatility (i.e., Beta) of 0.61, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Johnson Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Johnson Equity is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Johnson Equity Income are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Johnson Equity may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.0000 |
Johnson |
Johnson Equity Relative Risk vs. Return Landscape
If you would invest 3,615 in Johnson Equity Income on October 29, 2025 and sell it today you would earn a total of 359.00 from holding Johnson Equity Income or generate 9.93% return on investment over 90 days. Johnson Equity Income is currently producing 0.1577% returns and takes up 0.6978% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Johnson, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Johnson Equity Current Valuation
Undervalued
Today
Please note that Johnson Equity's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Johnson Equity Income retains a regular Real Value of $42.73 per share. The prevalent price of the fund is $39.74. We determine the value of Johnson Equity Income from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Johnson Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Johnson Mutual Fund. However, Johnson Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 39.74 | Real 42.73 | Hype 39.74 | Naive 39.31 |
The intrinsic value of Johnson Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Johnson Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Johnson Equity Income helps investors to forecast how Johnson mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Johnson Equity more accurately as focusing exclusively on Johnson Equity's fundamentals will not take into account other important factors: Johnson Equity Target Price Odds to finish over Current Price
The tendency of Johnson Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 39.74 | 90 days | 39.74 | under 4 |
Based on a normal probability distribution, the odds of Johnson Equity to move above the current price in 90 days from now is under 4 (This Johnson Equity Income probability density function shows the probability of Johnson Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Johnson Equity has a beta of 0.61. This indicates as returns on the market go up, Johnson Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Johnson Equity Income will be expected to be much smaller as well. Additionally Johnson Equity Income has an alpha of 0.1054, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Johnson Equity Price Density |
| Price |
Predictive Modules for Johnson Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Johnson Equity Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Johnson Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Johnson Equity is not an exception. The market had few large corrections towards the Johnson Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Johnson Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Johnson Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.61 | |
σ | Overall volatility | 1.25 | |
Ir | Information ratio | 0.11 |
Johnson Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Johnson Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Johnson Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 97.76% of its assets under management (AUM) in equities |
Johnson Equity Fundamentals Growth
Johnson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johnson Equity, and Johnson Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Johnson Mutual Fund performance.
| Price To Earning | 18.47 X | ||||
| Price To Book | 2.68 X | ||||
| Price To Sales | 2.13 X | ||||
| Total Asset | 584.31 M | ||||
About Johnson Equity Performance
Evaluating Johnson Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johnson Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Johnson Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of larger-sized U.S. companies that its adviser believes offer opportunities for above-average dividend income and capital growth. Johnson Equity is traded on NASDAQ Exchange in the United States.Things to note about Johnson Equity Income performance evaluation
Checking the ongoing alerts about Johnson Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johnson Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.76% of its assets under management (AUM) in equities |
- Analyzing Johnson Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Johnson Equity's stock is overvalued or undervalued compared to its peers.
- Examining Johnson Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Johnson Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johnson Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johnson Equity's mutual fund. These opinions can provide insight into Johnson Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Johnson Mutual Fund
Johnson Equity 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 Equity security.
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