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JCAVX JHFunds2 Capital Appreciation Value NAV Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), 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 1.29T. 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 -17%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was -43%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 61
Price Growth Rating: 32
SMR Rating: 52
Profit Risk Rating: 30
Seasonality Score: -4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
John Hancock Funds601 Congress StreetBoston
Phone
N/A
Web
www.jhfunds.com
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JCAVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JCAVX has been loosely correlated with BALFX. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if JCAVX jumps, then BALFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JCAVX
1D Price
Change %
JCAVX100%
N/A
BALFX - JCAVX
53%
Loosely correlated
-0.14%
BALCX - JCAVX
53%
Loosely correlated
-0.16%
RLBBX - JCAVX
50%
Loosely correlated
-0.14%
CLBCX - JCAVX
37%
Loosely correlated
-0.14%
CLBFX - JCAVX
36%
Loosely correlated
-0.14%
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