JDVFX JHancock Disciplined Value R4 Forecast, Technical & Fundamental Analysis

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

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).

The average market capitalization across the JHancock Disciplined Value R4 MF is 803.63B. The market cap for tickers in the group ranges from 12.62B to 4.36T. GOOGL holds the highest valuation in this group at 4.36T. The lowest valued company is ICLR at 12.62B.

The average weekly volume growth across all stocks in the JHancock Disciplined Value R4 MF was 28%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -31%