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JDVFX JHancock Disciplined Value R4 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Wells Fargo & Co (NYSE:WFC), Philip Morris International (NYSE:PM), Morgan Stanley (NYSE:MS), AutoZone (NYSE:AZO).

Industry description

The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The fund normally invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities (IPO).

Market Cap

The average market capitalization across the JHancock Disciplined Value R4 MF is 439.03B. The market cap for tickers in the group ranges from 27.35B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is ICLR at 27.35B.

Volume

The average weekly volume growth across all stocks in the JHancock Disciplined Value R4 MF was 33%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 43
Price Growth Rating: 34
SMR Rating: 38
Profit Risk Rating: 22
Seasonality Score: 24 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
John Hancock Funds601 Congress StreetBoston
Phone
N/A
Web
www.jhfunds.com
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JDVFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JDVFX has been closely correlated with DOXGX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if JDVFX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JDVFX
1D Price
Change %
JDVFX100%
-0.89%
DOXGX - JDVFX
80%
Closely correlated
-0.70%
RMFEX - JDVFX
80%
Closely correlated
-0.86%
VIVAX - JDVFX
79%
Closely correlated
-0.38%
VIVIX - JDVFX
79%
Closely correlated
-0.38%
RMEBX - JDVFX
79%
Closely correlated
-0.88%
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