Fundamental Large Financials
| TAGRX Fund | USD 77.13 0.35 0.46% |
Fundamental |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fundamental Large Fund Summary
Fundamental Large competes with Gabelli Global, John Hancock, Financials Ultrasector, Davis Financial, and Fidelity Advisor. The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It may invest up to 35 percent of its assets in foreign securities and may trade securities actively. The fund may invest up to 20 percent of its assets in bonds of any maturity, including up to 15 percent of net assets in below investment grade bonds rated as low as CC by SP Global Ratings or Ca by Moodys Investors Service, Inc. and their unrated equivalents.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US41013P1030 |
| Business Address | John Hancock Investment |
| Mutual Fund Family | John Hancock |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 5291 |
| Currency | USD - US Dollar |
Fundamental Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fundamental Large's current stock value. Our valuation model uses many indicators to compare Fundamental Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fundamental Large competition to find correlations between indicators driving Fundamental Large's intrinsic value. More Info.Fundamental Large Cap is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fundamental Large Cap is roughly 5.43 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fundamental Large's earnings, one of the primary drivers of an investment's value.Fundamental Large Cap Systematic Risk
Fundamental Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fundamental Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Fundamental Large Cap correlated with the market. If Beta is less than 0 Fundamental Large generally moves in the opposite direction as compared to the market. If Fundamental Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fundamental Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fundamental Large is generally in the same direction as the market. If Beta > 1 Fundamental Large moves generally in the same direction as, but more than the movement of the benchmark.
Fundamental Large November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fundamental Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fundamental Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fundamental Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Fundamental Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fundamental Large's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8698 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 4.03 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 0.9876 |
Other Information on Investing in Fundamental Mutual Fund
Fundamental Large financial ratios help investors to determine whether Fundamental Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fundamental with respect to the benefits of owning Fundamental Large security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |