Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in common stocks of established U.S. companies that have above-average potential for capital growth. Common stocks typically constitute at least 50% of the fund's total assets. The remaining assets are generally invested in other securities, including convertible securities, corporate and government debt, bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders), foreign securities, futures and options. It may invest up to 20% of its total assets in foreign securities.
Market Cap
The average market capitalization across the JHFunds2 Capital Appreciation Value NAV MF is 1.25T. The market cap for tickers in the group ranges from 12.76B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is RVTY at 12.76B.
Volume
The average weekly volume growth across all stocks in the JHFunds2 Capital Appreciation Value NAV MF was 97%. For the same stocks of the MF, the average monthly volume growth was 150% and the average quarterly volume growth was 202%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 42
P/E Growth Rating: 66
Price Growth Rating: 59
SMR Rating: 52
Profit Risk Rating: 37
Seasonality Score: 5 (-100 ... +100)