Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Deere & Company (NYSE:DE).
Industry description
The investment seeks current income, long-term growth of capital and income and preservation of capital.
Under normal market conditions, the fund invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.
Market Cap
The average market capitalization across the JHancock Balanced R5 MF is 1.53T. The market cap for tickers in the group ranges from 112.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is DE at 112.5B.
Volume
The average weekly volume growth across all stocks in the JHancock Balanced R5 MF was 37%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 41
Price Growth Rating: 38
SMR Rating: 27
Profit Risk Rating: 20
Seasonality Score: -26 (-100 ... +100)