Enterprise Portfolio is trading at 84.02 as of the 4th of October 2024; that is 0.77 percent up since the beginning of the trading day. The fund's open price was 83.38. Enterprise Portfolio has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Enterprise Portfolio Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of October 2022 and ending today, the 4th of October 2024. Click here to learn more.
The Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50 percent of its equity assets in medium-sized companies. The Portfolio considers medium-sized companies to be those whose market capitalization falls within the range of companies in the Russell Midcap Growth Index. More on Enterprise Portfolio Institutional
Enterprise Portfolio Institutional [JAAGX] is traded in USA and was established 4th of October 2024. Enterprise Portfolio is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Janus Henderson family. This fund currently has accumulated 1.35 B in assets under management (AUM) with no minimum investment requirementsEnterprise Portfolio is currently producing year-to-date (YTD) return of 15.04% with the current yeild of 0.01%, while the total return for the last 3 years was 6.13%.
Check Enterprise Portfolio Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Enterprise Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Enterprise Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Enterprise Portfolio Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Enterprise Portfolio Institutional Mutual Fund Constituents
Other Information on Investing in Enterprise Mutual Fund
Enterprise Portfolio financial ratios help investors to determine whether Enterprise 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 Enterprise with respect to the benefits of owning Enterprise Portfolio security.