Fundamental Global is trading at 10.53 as of the 6th of March 2025; that is 0.96% up since the beginning of the trading day. The fund's open price was 10.43. Fundamental Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 6th of December 2024 and ending today, the 6th of March 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in securities of franchise companies. Under normal market conditions, at least 40 percent of the value of the funds net assets will be invested in issuers domiciled outside of the United States, unless the manager deems market conditions andor company valuations to be less favorable to Foreign Companies, in which case, the fund will invest at least 30 percent of the value of its net assets in Foreign Companies. More on Fundamental Global Franchise
Fundamental Global Franchise [JFGFX] is traded in USA and was established 6th of March 2025. Fundamental Global is listed under John Hancock category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of John Hancock family. This fund currently has accumulated 430.19 M in assets under management (AUM) with no minimum investment requirementsFundamental Global is currently producing year-to-date (YTD) return of 2.44% with the current yeild of 0.01%, while the total return for the last 3 years was 6.91%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fundamental Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fundamental Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fundamental Global Franchise Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fundamental Global Franchise Mutual Fund Constituents
Other Information on Investing in Fundamental Mutual Fund
Fundamental Global 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 Global security.