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FIDAX JHancock Financial Industries A Forecast, Technical & Fundamental Analysis

Category Financial
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), American Express Company (NYSE:AXP), Citigroup (NYSE:C).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below-investment-grade bonds rated as low as CCC by S&P Global Ratings or Caa by Moody's Investors Service, Inc. and their unrated equivalents.

Market Cap

The average market capitalization across the JHancock Financial Industries A MF is 239.5B. The market cap for tickers in the group ranges from 24.23B to 573.25B. V holds the highest valuation in this group at 573.25B. The lowest valued company is MTB at 24.23B.

Volume

The average weekly volume growth across all stocks in the JHancock Financial Industries A MF was 7%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 35%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 35
Price Growth Rating: 18
SMR Rating: 30
Profit Risk Rating: 17
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
John Hancock Investment Trust II601 Congress StreetBoston
Phone
N/A
Web
www.jhfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
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NALFX64.530.02
+0.03%
New Alternatives A
SEQPX17.64-0.06
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NAA World Equity Income P
WFMIX53.18-0.26
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Allspring Special Mid Cap Value Inst
MSGNX7.43-0.12
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MassMutual Small Cap Gr Eq R3
SDGAX128.73-2.91
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DWS Capital Growth A

FIDAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FIDAX has been closely correlated with JFDRX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if FIDAX jumps, then JFDRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FIDAX
1D Price
Change %
FIDAX100%
+0.34%
JFDRX - FIDAX
100%
Closely correlated
+0.34%
JFIFX - FIDAX
100%
Closely correlated
+0.34%
FIDCX - FIDAX
100%
Closely correlated
+0.35%
PRISX - FIDAX
98%
Closely correlated
+0.47%
TFIFX - FIDAX
98%
Closely correlated
+0.45%
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