Research Portfolio Institutional Fund Quote
| JAGRX Fund | USD 60.76 0.70 1.17% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Research Portfolio is trading at 60.76 as of the 24th of December 2024; that is 1.17 percent up since the beginning of the trading day. The fund's open price was 60.06. Research Portfolio has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of November 2024 and ending today, the 24th of December 2024. Click here to learn more.
The Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The Portfolio may lend portfolio securities on a short-term or long-term basis to certain qualified broker-dealers and institutions, in an amount equal to up to one-third of its total assets as determined at the time of the loan origination.. More on Research Portfolio Institutional
Moving together with Research Mutual Fund
Research Mutual Fund Highlights
| Fund Concentration | Janus Henderson Funds, Large Growth Funds, Large Growth, Janus Henderson (View all Sectors) |
| Update Date | 31st of December 2024 |
Research Portfolio Institutional [JAGRX] is traded in USA and was established 24th of December 2024. Research Portfolio is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Janus Henderson family. This fund currently has accumulated 557.98 M in assets under management (AUM) with no minimum investment requirementsResearch Portfolio is currently producing year-to-date (YTD) return of 39.34% with the current yeild of 0.0%, while the total return for the last 3 years was 12.31%.
Check Research 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 Research 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 Research 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 Research 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 Research Portfolio Institutional Mutual Fund Constituents
| LLY | Eli Lilly and | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care |
Research Portfolio Risk Profiles
| Mean Deviation | 0.696 | |||
| Semi Deviation | 1.11 | |||
| Standard Deviation | 0.998 | |||
| Variance | 0.996 |
Research Portfolio Against Markets
Other Information on Investing in Research Mutual Fund
Research Portfolio financial ratios help investors to determine whether Research 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 Research with respect to the benefits of owning Research Portfolio security.
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