Blue Chip Growth Fund Quote
| JBGAX Fund | USD 64.49 0.53 0.83% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Blue Chip is trading at 64.49 as of the 17th of December 2024; that is 0.83% up since the beginning of the trading day. The fund's open price was 63.96. Blue Chip has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 28th of December 2022 and ending today, the 17th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the common stocks of large- and medium-sized blue chip growth companies. Combined investments in convertible securities, preferred stocks, and debt securities are limited to 25 percent of total assets. More on Blue Chip Growth
Moving together with Blue Mutual Fund
Blue Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Growth Funds, Large Growth, John Hancock (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Blue Chip Growth [JBGAX] is traded in USA and was established 17th of December 2024. Blue Chip is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Growth category and is part of John Hancock family. This fund currently has accumulated 3.56 B in assets under management (AUM) with no minimum investment requirementsBlue Chip Growth is currently producing year-to-date (YTD) return of 39.83%, while the total return for the last 3 years was 8.97%.
Check Blue Chip 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 Blue 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 Blue 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 Blue Chip Growth 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 Blue Chip Growth Mutual Fund Constituents
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| MS | Morgan Stanley | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| SNAP | Snap Inc | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NOW | ServiceNow | Stock | Information Technology | |
| NFLX | Netflix | Stock | Communication Services |
Blue Chip Growth Risk Profiles
| Mean Deviation | 0.6525 | |||
| Semi Deviation | 0.6375 | |||
| Standard Deviation | 0.9102 | |||
| Variance | 0.8284 |
Blue Chip Against Markets
Other Information on Investing in Blue Mutual Fund
Blue Chip financial ratios help investors to determine whether Blue 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 Blue with respect to the benefits of owning Blue Chip security.
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