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6 days ago
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Is JPMorgan US Rsrch Enhanc Equity A (JDEAX) a Strong Mutual Fund Pick Right Now?
If you have been looking for Large Cap Blend funds, a place to start could be JPMorgan US Rsrch Enhanc Equity A (JDEAX). JDEAX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Objective We note that JDEAX is a Large Cap Blend option, an area loaded with different options. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a " buy and hold " mindset. Additionally, blended funds mix large, more established firms into their portfolios, giving investors exposure to value and growth opportunities. History of Fund/Manager JDEAX finds itself in the J.P. Morgan family, based out of Boston, MA. Since JPMorgan US Rsrch Enhanc Equity A made its debut in January of 1997, JDEAX has garnered more than $572.98 million in assets. The fund is currently managed by Raffaele Zingone who has been in charge of the fund since July of 2002. Performance Investors naturally seek funds with strong performance. This fund in particular has delivered a 5-year annualized total return of 16.92%, and is in the top third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 19.58%, which places it in the top third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 14.79%, the standard deviation of JDEAX over the past three years is 15.65%. Over the past 5 years, the standard deviation of the fund is 16.37% compared to the category average of 14.33%. This makes the fund more volatile than its peers over the past half-decade. Risk Factors Investors should note that the fund has a 5-year beta of 1, which means it is hypothetically as volatile as the market at large. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. With a positive alpha of 0.26, managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. Holdings Examining the equity holdings of a mutual fund is also a valuable exercise. This can show us how the manager is applying their stated methodology, as well as if there are any inherent biases in their approach. For this particular fund, the focus is largely on equities that are traded in the United States. As of the last filing date, the mutual fund has 90.42% of its assets in stocks, and these companies have an average market capitalization of $444.91 billion. The fund has the heaviest exposure to the following market sectors: Technology Finance Turnover is 39%, which means, on average, the fund makes fewer trades than the average comparable fund. Expenses As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, JDEAX is a load fund. It has an expense ratio of 0.60% compared to the category average of 0.87%. Looking at the fund from a cost perspective, JDEAX is actually cheaper than its peers. Investors should also note that the minimum initial investment for the product is $1,000 and that each subsequent investment needs to be at $50 Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Bottom Line Overall, JPMorgan US Rsrch Enhanc Equity A ( JDEAX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, JPMorgan US Rsrch Enhanc Equity A ( JDEAX ) looks like a good potential choice for investors right now. Want even more information about JDEAX? Then go over to and check out our mutual fund comparison tool, and all of the other great features that we have to help you with your mutual fund analysis for additional information. And don't forget, Zacks has all of your needs covered on the equity side too! Make sure to check out for more information on our screening capabilities, Rank, and all our articles as well. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (JDEAX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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6 days ago
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Is FIHBX a Strong Bond Fund Right Now?
If you have been looking for High Yield - Bonds funds, it would not be wise to start your search with Federated Institutional High Yield Bond (FIHBX). FIHBX carries a Zacks Mutual Fund Rank of 4 (Sell), which is based on various forecasting factors like size, cost, and past performance. Objective FIHBX is part of the High Yield - Bonds section, which is a segment that boasts many possible options. Often referred to as " junk " bonds, High Yield - Bonds funds sit below investment grade, meaning they are at a high default risk compared to their investment grade peers. However, one advantage to junk bonds is that they generally pay out higher yields while posing similar interest rate risks to their investment grade counterparts. History of Fund/Manager FIHBX finds itself in the Federated family, based out of Pittsburgh, PA. Since Federated Institutional High Yield Bond made its debut in November of 2002, FIHBX has garnered more than $5.31 billion in assets. The fund is currently managed by a team of investment professionals. Performance Investors naturally seek funds with strong performance. This fund in particular has delivered a 5-year annualized total return of 5.12%, and is in the bottom third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 8.98%, which places it in the middle third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 11.58%, the standard deviation of FIHBX over the past three years is 6.85%. Over the past 5 years, the standard deviation of the fund is 7.09% compared to the category average of 11.08%. This makes the fund less volatile than its peers over the past half-decade. Bond Duration Modified duration is a measure of a specific bond's interest rate sensitivity, and is an excellent way to judge how fixed income securities will respond to a shifting rate environment. For investors who think interest rates will rise, this is an important factor to consider. FIHBX has a modified duration of 3.1, which suggests that the fund will decline 3.1% for every hundred-basis-point increase in interest rates. Income We must remember to consider the fund's average coupon, as income is traditionally a big reason for purchasing a fixed income security. This metric takes a look at the average payout by the fund in a given year. For example, this fund's average coupon of 6.09% means that a $10,000 investment should result in a yearly payout of $609. If you are looking for a strong level of current income, a higher coupon is a good choice, though it could pose a reinvestment risk; these risks can occur if rates are lower in the future when compared to the initial purchase date of the bond. Investors also need to consider risk relative to broad benchmarks, as income is only one part of the bond picture. This fund has a beta of 0.31, meaning that it is less volatile than a broad market index of fixed income securities. Taking this into account, FIHBX has a positive alpha of 5.38, which measures performance on a risk-adjusted basis. Expenses As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, FIHBX is a no load fund. It has an expense ratio of 0.49% compared to the category average of 0.92%. Looking at the fund from a cost perspective, FIHBX is actually cheaper than its peers. While the minimum initial investment for the product is $1 million, investors should also note that there is no minimum for each subsequent investment. Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Bottom Line Overall, even with its comparatively weak performance, average downside risk, and lower fees, Federated Institutional High Yield Bond ( FIHBX ) has a low Zacks Mutual Fund rank, and therefore looks a somewhat weak choice for investors right now. For additional information on the High Yield - Bonds area of the mutual fund world, make sure to check out There, you can see more about the ranking process, and dive even deeper into FIHBX too for additional information. Zacks provides a full suite of tools to help you analyze your portfolio - both funds and stocks - in the most efficient way possible. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (FIHBX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
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6 days ago
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Is Vanguard Emerging Markets Select Stock Investor (VMMSX) a Strong Mutual Fund Pick Right Now?
There are plenty of choices in the Non US - Equity category, but where should you start your research? Well, one fund that might be worth investigating is Vanguard Emerging Markets Select Stock Investor (VMMSX). VMMSX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Objective We classify VMMSX in the Non US - Equity category, which is an area rife with potential choices. Investing in companies outside the United States is how Non US - Equity funds set themselves apart, since global funds tend to keep a good portion of their portfolio stateside. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. History of Fund/Manager VMMSX finds itself in the Vanguard Group family, based out of Malvern, PA. Vanguard Emerging Markets Select Stock Investor made its debut in June of 2011, and since then, VMMSX has accumulated about $844.81 million in assets, per the most up-to-date date available. The fund's current manager is a team of investment professionals. Performance Obviously, what investors are looking for in these funds is strong performance relative to their peers. This fund in particular has delivered a 5-year annualized total return of 7.91%, and is in the middle third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 10.47%, which places it in the middle third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 16.97%, the standard deviation of VMMSX over the past three years is 17.7%. Over the past 5 years, the standard deviation of the fund is 17.13% compared to the category average of 16.68%. This makes the fund more volatile than its peers over the past half-decade. Risk Factors Investors should note that the fund has a 5-year beta of 0.63, which means it is hypothetically less volatile than the market at large. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. Over the past 5 years, the fund has a negative alpha of -2.58. This means that managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Expenses Costs are increasingly important for mutual fund investing, and particularly as competition heats up in this market. And all things being equal, a lower cost product will outperform its otherwise identical counterpart, so taking a closer look at these metrics is key for investors. In terms of fees, VMMSX is a no load fund. It has an expense ratio of 0.75% compared to the category average of 1.06%. From a cost perspective, VMMSX is actually cheaper than its peers. While the minimum initial investment for the product is $3,000, investors should also note that each subsequent investment needs to be at least $1. Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Bottom Line Overall, Vanguard Emerging Markets Select Stock Investor ( VMMSX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, Vanguard Emerging Markets Select Stock Investor ( VMMSX ) looks like a good potential choice for investors right now. Your research on the Non US - Equity segment doesn't have to stop here. You can check out all the great mutual fund tools we have to offer by going to to see the additional features we offer as well for additional information. For analysis of the rest of your portfolio, make sure to visit for our full suite of tools which will help you investigate all of your stocks and funds in one place. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (VMMSX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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7 days ago
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Is Fidelity Advisor Small Cap Growth A (FCAGX) a Strong Mutual Fund Pick Right Now?
Any investors hoping to find a Small Cap Growth fund could think about starting with Fidelity Advisor Small Cap Growth A (FCAGX). FCAGX holds a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Objective The world of Small Cap Growth funds is an area filled with options, such as FCAGX. These funds tend to create their portfolios around stocks that sport large growth opportunities and market capitalization of less than $2 billion. The companies in these portfolios are usually on the smaller side, and are in up-and-coming industries and markets. History of Fund/Manager Fidelity is based in Boston, MA, and is the manager of FCAGX. Fidelity Advisor Small Cap Growth A made its debut in November of 2004, and since then, FCAGX has accumulated about $375.57 million in assets, per the most up-to-date date available. Patrick Venanzi is the fund's current manager and has held that role since November of 2011. Performance Investors naturally seek funds with strong performance. This fund has delivered a 5-year annualized total return of 9.88%, and it sits in the top third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3 -year annualized total return of 14.16%, which places it in the top third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 15.2%, the standard deviation of FCAGX over the past three years is 20.93%. Looking at the past 5 years, the fund's standard deviation is 21.06% compared to the category average of 14.76%. This makes the fund more volatile than its peers over the past half-decade. Risk Factors The fund has a 5-year beta of 1.12, so investors should note that it is hypothetically more volatile than the market at large. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. The fund has produced a negative alpha over the past 5 years of -6.57, which shows that managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Holdings Investigating the equity holdings of a mutual fund is also a valuable exercise. This can show us how the manager is applying their stated methodology, as well as if there are any inherent biases in their approach. For this particular fund, the focus is mostly on equities that are traded in the United States. Right now, 89.73% of this mutual fund's holdings are stocks, which have an average market capitalization of $6.69 billion. The fund has the heaviest exposure to the following market sectors: Technology Health Industrial Cyclical This fund's turnover is about 75%, so the fund managers are making more traders than comparable funds in a given year. Expenses As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, FCAGX is a load fund. It has an expense ratio of 1.17% compared to the category average of 0.98%. FCAGX is actually more expensive than its peers when you consider factors like cost. Investors should also note, that according to our data, the fund does not have any minimum investment requirements. Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Bottom Line Overall, even with its comparatively strong performance, worse downside risk, and higher fees, Fidelity Advisor Small Cap Growth A ( FCAGX ) has a high Zacks Mutual Fund rank, and therefore looks a good potential choice for investors right now. For additional information on this product, or to compare it to other mutual funds in the Small Cap Growth, make sure to go to for additional information. Want to learn even more? We have a full suite of tools on stocks that you can use to find the best choices for your portfolio too, no matter what kind of investor you are. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (FCAGX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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16-07-2025
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Is Janus Henderson Venture D (JANVX) a Strong Mutual Fund Pick Right Now?
If you've been stuck searching for Small Cap Growth funds, consider Janus Henderson Venture D (JANVX) as a possibility. JANVX bears a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting factors like size, cost, and past performance. JANVX is part of the Small Cap Growth category, and this segment boasts an array of many other possible options. Small Cap Growth mutual funds usually focus their portfolios on stocks with large growth opportunities and a market cap of under $2 billion. These portfolios tend to feature small companies in up-and-coming industries and markets. JANVX is a part of the Janus Fund family of funds, a company based out of Boston, MA. Janus Henderson Venture D made its debut in April of 1985, and since then, JANVX has accumulated about $1.70 billion in assets, per the most up-to-date date available. A team of investment professionals is the fund's current manager. Obviously, what investors are looking for in these funds is strong performance relative to their peers. This fund has delivered a 5-year annualized total return of 7.94%, and it sits in the middle third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 11.11%, which places it in the middle third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 15.01%, the standard deviation of JANVX over the past three years is 20.27%. The standard deviation of the fund over the past 5 years is 19.96% compared to the category average of 14.56%. This makes the fund more volatile than its peers over the past half-decade. Investors should note that the fund has a 5-year beta of 1.04, which means it is hypothetically more volatile than the market at large. Because alpha represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which is the S&P 500 in this case, one should pay attention to this metric as well. JANVX's 5-year performance has produced a negative alpha of -7.49, which means managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, JANVX is a no load fund. It has an expense ratio of 0.79% compared to the category average of 0.98%. Looking at the fund from a cost perspective, JANVX is actually cheaper than its peers. Investors should also note that the minimum initial investment for the product is $2,500 and that each subsequent investment needs to be at $50 Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Overall, Janus Henderson Venture D ( JANVX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, worse downside risk, and lower fees, Janus Henderson Venture D ( JANVX ) looks like a great potential choice for investors right now. Don't stop here for your research on Small Cap Growth funds. We also have plenty more on our site in order to help you find the best possible fund for your portfolio. Make sure to check out for more information about the world of funds, and feel free to compare JANVX to its peers as well for additional information. If you want to check out our stock reports as well, make sure to go to to see all of the great tools we have to offer, including our time-tested Zacks Rank. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (JANVX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
