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JBAVX JHancock Balanced R5 Forecast, Technical & Fundamental Analysis

The investment seeks current income, long-term growth of capital and income and preservation of capital... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Walmart (NASDAQ:WMT), 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 2.08T. The market cap for tickers in the group ranges from 159.79B to 4.32T. AAPL holds the highest valuation in this group at 4.32T. The lowest valued company is DE at 159.79B.

Volume

The average weekly volume growth across all stocks in the JHancock Balanced R5 MF was 24%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 266%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 53
Price Growth Rating: 39
SMR Rating: 33
Profit Risk Rating: 25
Seasonality Score: 40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderate Allocation
Address
John Hancock Investment Trust601 Congress StreetBoston
Phone
N/A
Web
www.jhfunds.com
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JBAVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JBAVX has been closely correlated with RLBFX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if JBAVX jumps, then RLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBAVX
1D Price
Change %
JBAVX100%
N/A
RLBFX - JBAVX
96%
Closely correlated
-0.32%
CLBFX - JBAVX
87%
Closely correlated
-0.34%
CLBCX - JBAVX
87%
Closely correlated
-0.34%
CLBAX - JBAVX
85%
Closely correlated
-0.34%
BALCX - JBAVX
79%
Closely correlated
-0.35%
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JHancock Balanced R5 (JBAVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com