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JFDRX JHancock Financial Industries R6 Forecast, Technical & Fundamental Analysis

Category Financial
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), American Express Company (NYSE:AXP), Citigroup (NYSE:C).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below-investment-grade bonds rated as low as CCC by S&P Global Ratings or Caa by Moody's Investors Service, Inc. and their unrated equivalents.

Market Cap

The average market capitalization across the JHancock Financial Industries R6 MF is 239.5B. The market cap for tickers in the group ranges from 24.23B to 573.25B. V holds the highest valuation in this group at 573.25B. The lowest valued company is MTB at 24.23B.

Volume

The average weekly volume growth across all stocks in the JHancock Financial Industries R6 MF was -22%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 53
Price Growth Rating: 27
SMR Rating: 30
Profit Risk Rating: 21
Seasonality Score: -29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
John Hancock Investment Trust II601 Congress StreetBoston
Phone
N/A
Web
www.jhfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JMVIX17.51N/A
N/A
Janus Henderson Mid Cap Value S
ANDIX15.28N/A
N/A
AQR International Defensive Style I
CIMDX15.89N/A
N/A
Clarkston Founders Institutional
ACERX10.72-0.02
-0.19%
Invesco Equity and Income C
EEOFX13.59-0.04
-0.29%
Pear Tree Essex Environmental Opps Odnry

JFDRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JFDRX has been closely correlated with VFAIX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if JFDRX jumps, then VFAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JFDRX
1D Price
Change %
JFDRX100%
+0.06%
VFAIX - JFDRX
86%
Closely correlated
-0.22%
TFIFX - JFDRX
84%
Closely correlated
N/A
PRISX - JFDRX
84%
Closely correlated
-0.02%
DVFYX - JFDRX
81%
Closely correlated
-0.09%
RPFGX - JFDRX
81%
Closely correlated
-0.10%
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