Global Equity Fund Quote
| JGEFX Fund | USD 13.83 0.09 0.66% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Global Equity is trading at 13.83 as of the 26th of November 2024; that is 0.66 percent increase since the beginning of the trading day. The fund's open price was 13.74. Global Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Global Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of September 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund seeks to generate capital appreciation by investing at least 80 percent of net assets in a diversified portfolio of equity securities. Under normal market conditions, at least 40 percent of the value of the funds net assets will be invested in securities of issuers domiciled outside of the United States. More on Global Equity Fund
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, John Hancock (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Global Equity Fund [JGEFX] is traded in USA and was established 26th of November 2024. Global Equity is listed under John Hancock category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of John Hancock family. This fund currently has accumulated 604.89 M in assets under management (AUM) with no minimum investment requirementsGlobal Equity is currently producing year-to-date (YTD) return of 14.21% with the current yeild of 0.01%, while the total return for the last 3 years was 6.22%.
Check Global Equity Probability Of Bankruptcy
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 Global 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 Global 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 Global Equity Fund 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 Global Equity Fund Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| NOVN | Novan Inc | Stock | Health Care | |
| HINKF | Heineken NV | OTC Stock | Beverages—Brewers | |
| PNC | PNC Financial Services | Stock | Financials |
Global Equity Risk Profiles
| Mean Deviation | 0.479 | |||
| Semi Deviation | 0.523 | |||
| Standard Deviation | 0.5875 | |||
| Variance | 0.3452 |
Global Equity Against Markets
Other Information on Investing in Global Mutual Fund
Global Equity financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Equity security.
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