Jhancock New Opportunities Fund Quote
| JWSOX Fund | USD 27.13 1.06 3.76% |
Performance1 of 100
| Odds Of DistressLess than 23
|
Jhancock New is trading at 27.13 as of the 19th of December 2024; that is 3.76% down since the beginning of the trading day. The fund's open price was 28.19. Jhancock New has about a 23 % 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 20th of September 2024 and ending today, the 19th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small-capitalization U.S. companies. It may invest in any economic sector, and at times may emphasize one or more particular sectors. The fund also may invest in securities of foreign issuers, including foreign issuers located in emerging markets, either directly through investments in foreign currency-denominated securities traded outside of the U.S. More on Jhancock New Opportunities
Moving together with Jhancock Mutual Fund
Jhancock Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Funds, Small Growth Funds, Small Growth, John Hancock (View all Sectors) |
| Update Date | 31st of December 2024 |
Jhancock New Opportunities [JWSOX] is traded in USA and was established 19th of December 2024. Jhancock New is listed under John Hancock category by Fama And French industry classification. The fund is listed under Small Growth category and is part of John Hancock family. This fund currently has accumulated 601.67 M in assets under management (AUM) with no minimum investment requirementsJhancock New Opportu is currently producing year-to-date (YTD) return of 14.12%, while the total return for the last 3 years was 2.69%.
Check Jhancock New 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 Jhancock 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 Jhancock 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 Jhancock New Opportunities 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 Jhancock New Opportunities Mutual Fund Constituents
| PNFP | Pinnacle Financial Partners | Stock | Financials | |
| CTLT | Catalent | Stock | Health Care | |
| STAG | STAG Industrial | Stock | Real Estate | |
| GHL | Greenhill Co | Stock | Financials | |
| IPGP | IPG Photonics | Stock | Information Technology | |
| LHCG | LHC Group | Stock | Health Care | |
| BLKB | Blackbaud | Stock | Information Technology | |
| BPOP | Popular | Stock | Financials |
Jhancock New Opportu Risk Profiles
| Mean Deviation | 0.8375 | |||
| Semi Deviation | 0.8014 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.49 |
Jhancock New Against Markets
Other Information on Investing in Jhancock Mutual Fund
Jhancock New financial ratios help investors to determine whether Jhancock 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 Jhancock with respect to the benefits of owning Jhancock New security.
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