Floating Rate Income Fund Analysis
| JFIRX Fund | USD 7.41 0.01 0.13% |
Floating Rate's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Floating Rate's financial risk is the risk to Floating Rate stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Floating Rate's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Floating Rate is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Floating Rate to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Floating Rate is said to be less leveraged. If creditors hold a majority of Floating Rate's assets, the Mutual Fund is said to be highly leveraged.
Floating Rate Income is fairly valued with Real Value of 7.42 and Hype Value of 7.41. The main objective of Floating Rate fund analysis is to determine its intrinsic value, which is an estimate of what Floating Rate Income is worth, separate from its market price. There are two main types of Floating Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Floating Rate Income. On the other hand, technical analysis, focuses on the price and volume data of Floating Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Floating Rate mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Floating |
Floating Mutual Fund Analysis Notes
The fund retains about 47.87% of assets under management (AUM) in fixed income securities. Floating Rate Income last dividend was 0.02 per share. Large To learn more about Floating Rate Income call the company at 888-972-8696.Floating Rate Income Investment Alerts
| Floating Rate Income generated a negative expected return over the last 90 days | |
| The fund retains about 47.87% of its assets under management (AUM) in fixed income securities |
Top Floating Rate Income Mutual Fund Constituents
| BKLN | Invesco Senior Loan | Etf | |
| SRLN | SPDR Blackstone Senior | Etf |
Institutional Mutual Fund Holders for Floating Rate
Have you ever been surprised when a price of an equity instrument such as Floating Rate is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Floating Rate Income backward and forwards among themselves. Floating Rate's institutional investor refers to the entity that pools money to purchase Floating Rate's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| EVFTX | Evaluator Tactically Managed | Mutual Fund | Allocation--30% to 50% Equity | |
| EVVCX | Evaluator Very Conservative | Mutual Fund | Allocation--15% to 30% Equity | |
| EVVLX | Evaluator Very Conservative | Mutual Fund | Allocation--15% to 30% Equity | |
| EVTTX | Evaluator Tactically Managed | Mutual Fund | Allocation--30% to 50% Equity | |
| EVCLX | Eaton Vance Municipal | Mutual Fund | Allocation--15% to 30% Equity | |
| EVFCX | Evaluator Conservative Rms | Mutual Fund | Allocation--15% to 30% Equity |
Floating Rate Outstanding Bonds
Floating Rate issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Floating Rate Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Floating bonds can be classified according to their maturity, which is the date when Floating Rate Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US41013MPZ76 Corp BondUS41013MPZ76 | View | |
| US41013MQG86 Corp BondUS41013MQG86 | View | |
| HANCOCK JOHN LIFE Corp BondUS41013MAZ32 | View | |
| US41013MQP85 Corp BondUS41013MQP85 | View | |
| HANCOCK JOHN LIFE Corp BondUS41013MCP32 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View |
Floating Rate Predictive Daily Indicators
Floating Rate intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Floating Rate mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 7.41 | |||
| Day Typical Price | 7.41 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) |
Floating Rate Forecast Models
Floating Rate's time-series forecasting models are one of many Floating Rate's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Floating Rate's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Floating Rate Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Floating Rate's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Floating Rate, which in turn will lower the firm's financial flexibility.Floating Rate Corporate Bonds Issued
About Floating Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Floating Rate prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Floating shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Floating Rate. By using and applying Floating Mutual Fund analysis, traders can create a robust methodology for identifying Floating entry and exit points for their positions.
The fund will invest at least 80 percent of its net assets in floating-rate loans, which often include debt securities of domestic and foreign issuers that are rated below investment grade, at the time of purchase, or are of comparable quality, as determined by the manager, and other floating-rate securities. John Hancock is traded on NASDAQ Exchange in the United States.
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Floating Rate to your portfolios without increasing risk or reducing expected return.Did you try this?
Run Portfolio Optimization Now
Portfolio OptimizationCompute new portfolio that will generate highest expected return given your specified tolerance for risk |
| All Next | Launch Module |
Other Information on Investing in Floating Mutual Fund
Floating Rate financial ratios help investors to determine whether Floating 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 Floating with respect to the benefits of owning Floating Rate security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA |