Jhancock Global Equity Fund Quote

JGERX Fund  USD 13.91  0.09  0.65%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Jhancock Global is trading at 13.91 as of the 29th of November 2024; that is 0.65% up since the beginning of the trading day. The fund's open price was 13.82. Jhancock Global 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 Jhancock Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th 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 Jhancock Global Equity

Moving together with Jhancock Mutual Fund

  0.86JQLMX Multimanager LifestylePairCorr
  0.88JQLBX Multimanager LifestylePairCorr
  0.81JQLAX Multimanager LifestylePairCorr
  0.64JQLCX Multimanager LifestylePairCorr

Jhancock Mutual Fund Highlights

Fund ConcentrationJohn Hancock Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, John Hancock (View all Sectors)
Update Date30th of September 2024
Jhancock Global Equity [JGERX] is traded in USA and was established 29th of November 2024. Jhancock Global 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 778.15 M in assets under management (AUM) with no minimum investment requirementsJhancock Global Equity is currently producing year-to-date (YTD) return of 13.84% with the current yeild of 0.01%, while the total return for the last 3 years was 5.81%.
Check Jhancock Global 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 Jhancock 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 Jhancock 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 Jhancock Global Equity 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 Jhancock Global Equity Mutual Fund Constituents

AAPAdvance Auto PartsStockConsumer Discretionary
CBChubbStockFinancials
AAPLApple IncStockInformation Technology
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
RYLPFKoninklijke Philips NVPink SheetMedical Devices
ROGRogersStockInformation Technology
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Jhancock Global Equity Risk Profiles

Jhancock Global Against Markets

Other Information on Investing in Jhancock Mutual Fund

Jhancock Global financial ratios help investors to determine whether Jhancock 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 Jhancock with respect to the benefits of owning Jhancock Global security.
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