Enterprise Portfolio Institutional Fund Buy Hold or Sell Recommendation

JAAGX Fund  USD 83.04  0.89  1.08%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Enterprise Portfolio Institutional is 'Strong Hold'. Macroaxis provides Enterprise Portfolio buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JAAGX positions. The advice algorithm takes into account all of Enterprise Portfolio's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Enterprise Portfolio's buy or sell advice are summarized below:
Real Value
77.29
Hype Value
82.15
Market Value
83.04
Naive Value
82.24
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Enterprise Portfolio Institutional given historical horizon and risk tolerance towards Enterprise Portfolio. When Macroaxis issues a 'buy' or 'sell' recommendation for Enterprise Portfolio Institutional, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Enterprise Portfolio Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Enterprise and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Enterprise Portfolio Institutional. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price.

Execute Enterprise Portfolio Buy or Sell Advice

The Enterprise recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Enterprise Portfolio Institutional. Macroaxis does not own or have any residual interests in Enterprise Portfolio Institutional or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Enterprise Portfolio's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Enterprise PortfolioBuy Enterprise Portfolio
Strong Hold

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Enterprise Portfolio Institutional has a Risk Adjusted Performance of 0.1062, Jensen Alpha of (0.02), Total Risk Alpha of (0.04), Sortino Ratio of 0.0122 and Treynor Ratio of 0.1076
Macroaxis provides advice on Enterprise Portfolio to complement and cross-verify current analyst consensus on Enterprise Portfolio Institutional. Our investment recommendation engine determines the fund's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. Use Enterprise Portfolio price to earning, annual yield, as well as the relationship between the Annual Yield and ten year return to ensure your buy or sell decision on Enterprise Portfolio is adequate.

Enterprise Portfolio Trading Alerts and Improvement Suggestions

The fund retains 96.01% of its assets under management (AUM) in equities

Enterprise Portfolio Returns Distribution Density

The distribution of Enterprise Portfolio's historical returns is an attempt to chart the uncertainty of Enterprise Portfolio's future price movements. The chart of the probability distribution of Enterprise Portfolio daily returns describes the distribution of returns around its average expected value. We use Enterprise Portfolio Institutional price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Enterprise Portfolio returns is essential to provide solid investment advice for Enterprise Portfolio.
Mean Return
0.14
Value At Risk
-1.13
Potential Upside
1.51
Standard Deviation
0.77
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Enterprise Portfolio historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Enterprise Portfolio Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Enterprise Portfolio or Janus Henderson sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Enterprise Portfolio's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Enterprise fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.02
β
Beta against NYSE Composite1.24
σ
Overall volatility
0.79
Ir
Information ratio 0.01

Enterprise Portfolio Volatility Alert

Enterprise Portfolio Institutional exhibits relatively low volatility with skewness of 0.02 and kurtosis of -0.11. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Enterprise Portfolio's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Enterprise Portfolio's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Enterprise Portfolio Fundamentals Vs Peers

Comparing Enterprise Portfolio's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Enterprise Portfolio's direct or indirect competition across all of the common fundamentals between Enterprise Portfolio and the related equities. This way, we can detect undervalued stocks with similar characteristics as Enterprise Portfolio or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Enterprise Portfolio's fundamental indicators could also be used in its relative valuation, which is a method of valuing Enterprise Portfolio by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Enterprise Portfolio to competition
FundamentalsEnterprise PortfolioPeer Average
Price To Earning4.92 X6.53 X
Price To Book4.31 X0.74 X
Price To Sales1.94 X0.61 X
Annual Yield0 %0.29 %
Year To Date Return7.34 %0.39 %
One Year Return22.84 %4.15 %
Three Year Return6.53 %3.60 %
Five Year Return11.70 %3.24 %
Ten Year Return15.02 %1.79 %
Net Asset1.35 B4.11 B
Last Dividend Paid0.330.65
Cash Position Weight3.69 %10.61 %
Equity Positions Weight96.01 %63.90 %

Enterprise Portfolio Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Enterprise . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Enterprise Portfolio Buy or Sell Advice

When is the right time to buy or sell Enterprise Portfolio Institutional? Buying financial instruments such as Enterprise Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Enterprise Portfolio in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Industrials ETFs Thematic Idea Now

Industrials ETFs
Industrials ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Industrials ETFs theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Industrials ETFs Theme or any other thematic opportunities.
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Check out Enterprise Portfolio Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Enterprise Portfolio information on this page should be used as a complementary analysis to other Enterprise Portfolio's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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When running Enterprise Portfolio's price analysis, check to measure Enterprise Portfolio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Enterprise Portfolio is operating at the current time. Most of Enterprise Portfolio's value examination focuses on studying past and present price action to predict the probability of Enterprise Portfolio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Enterprise Portfolio's price. Additionally, you may evaluate how the addition of Enterprise Portfolio to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Enterprise Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Enterprise Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Enterprise Portfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.