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JHERX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$18.75
Change
-$1.56 (-7.68%)
Net Assets
1.53B

JHERX JHancock Equity Income C Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Wells Fargo & Co (NYSE:WFC), GE Aerospace (NYSE:GE), QUALCOMM (NASDAQ:QCOM), Elevance Health (NYSE:ELV), Southern Company (The) (NYSE:SO), American International Group (NYSE:AIG).

Industry description

The investment seeks substantial dividend income and also long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, with at least 65% in common stocks of well-established companies paying above-average dividends. It may invest in fixed-income securities without regard to quality or rating, including privately negotiated notes or loans (including loan participations and assignments (bank loans)) and up to 10% in below-investment-grade fixed-income securities (junk bonds).

Market Cap

The average market capitalization across the JHancock Equity Income C MF is 112.68B. The market cap for tickers in the group ranges from 15.05B to 203.96B. WFC holds the highest valuation in this group at 203.96B. The lowest valued company is NWSA at 15.05B.

Volume

The average weekly volume growth across all stocks in the JHancock Equity Income C MF was 157%. For the same stocks of the MF, the average monthly volume growth was 127% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 56
Price Growth Rating: 56
SMR Rating: 64
Profit Risk Rating: 33
Seasonality Score: 36 (-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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JHERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JHERX has been closely correlated with VVIAX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if JHERX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JHERX
1D Price
Change %
JHERX100%
-7.41%
VVIAX - JHERX
81%
Closely correlated
+1.19%
VIVIX - JHERX
81%
Closely correlated
+1.17%
VIVAX - JHERX
81%
Closely correlated
+1.17%
RMFEX - JHERX
78%
Closely correlated
+1.03%
RMEBX - JHERX
78%
Closely correlated
+1.01%
More