Fundamental Large Cap Fund Quote

JHLVX Fund  USD 61.43  0.10  0.16%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 21

 
High
 
Low
Low
Fundamental Large is trading at 61.43 as of the 23rd of December 2024; that is 0.16 percent decrease since the beginning of the trading day. The fund's open price was 61.53. Fundamental Large has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of November 2024 and ending today, the 23rd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It may invest up to 35 percent of its assets in foreign securities and may trade securities actively. The fund may invest up to 20 percent of its assets in bonds of any maturity, including up to 15 percent of net assets in below investment grade bonds rated as low as CC by SP Global Ratings or Ca by Moodys Investors Service, Inc. More on Fundamental Large Cap

Moving together with Fundamental Mutual Fund

  0.88FRBAX Regional BankPairCorr
  0.88FRBCX Regional BankPairCorr
  0.73JQLBX Multimanager LifestylePairCorr
  0.86JQLAX Multimanager LifestylePairCorr

Fundamental Mutual Fund Highlights

Fund ConcentrationJohn Hancock Funds, Large Blend Funds, Large Blend, John Hancock, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2024
Fundamental Large Cap [JHLVX] is traded in USA and was established 23rd of December 2024. Fundamental Large is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Blend category and is part of John Hancock family. This fund currently has accumulated 5.43 B in assets under management (AUM) with no minimum investment requirementsFundamental Large Cap is currently producing year-to-date (YTD) return of 24.43%, while the total return for the last 3 years was 7.14%.
Check Fundamental Large 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 Fundamental 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 Fundamental 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 Fundamental Large Cap 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 Fundamental Large Cap Mutual Fund Constituents

VVisa Class AStockFinancials
GEGE AerospaceStockIndustrials
NVRNVR IncStockConsumer Discretionary
JPMJPMorgan Chase CoStockFinancials
WDAYWorkdayStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
PIIPolaris IndustriesStockConsumer Discretionary
MSFTMicrosoftStockInformation Technology
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Fundamental Large Cap Risk Profiles

Fundamental Large Against Markets

Other Information on Investing in Fundamental Mutual Fund

Fundamental Large financial ratios help investors to determine whether Fundamental 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 Fundamental with respect to the benefits of owning Fundamental Large security.
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
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