Capital Appreciation Fund Quote
| JHCPX Fund | USD 15.89 0.07 0.44% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Capital Appreciation is trading at 15.89 as of the 31st of January 2025; that is 0.44 percent up since the beginning of the trading day. The fund's open price was 15.82. Capital Appreciation has about a 22 % 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 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests at least 65 percent of its total assets in equity and equity-related securities of companies, at the time of investment, that exceed 1 billion in market capitalization and that the manager believes have above average growth prospects. More on Capital Appreciation Fund
Moving together with Capital Mutual Fund
Capital Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Growth Funds, Large Growth, John Hancock (View all Sectors) |
| Update Date | 31st of December 2024 |
Capital Appreciation Fund [JHCPX] is traded in USA and was established 31st of January 2025. Capital Appreciation is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Growth category and is part of John Hancock family. This fund currently has accumulated 1.96 B in assets under management (AUM) with no minimum investment requirementsCapital Appreciation is currently producing year-to-date (YTD) return of 4.76%, while the total return for the last 3 years was 15.56%.
Check Capital Appreciation 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 Capital 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 Capital 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 Capital Appreciation 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 Capital Appreciation Fund Mutual Fund Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NFLX | Netflix | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology |
Capital Appreciation Top Holders
| JLKRX | Retirement Living Through | Mutual Fund | Target-Date 2050 | |
| JLIIX | Retirement Living Through | Mutual Fund | Target-Date 2040 | |
| JHRDX | Retirement Living Through | Mutual Fund | Target-Date 2040 | |
| JLKSX | Retirement Living Through | Mutual Fund | Target-Date 2055 | |
| JLKUX | Retirement Living Through | Mutual Fund | Target-Date 2055 | |
| JGHTX | J Hancock Ii | Mutual Fund | Target-Date 2060+ | |
| JAAZX | Jhancock Multimanager 2065 | Mutual Fund | Target-Date 2065+ | |
| JHRTX | Retirement Living Through | Mutual Fund | Target-Date 2055 |
Capital Appreciation Risk Profiles
| Mean Deviation | 1.17 | |||
| Standard Deviation | 2.18 | |||
| Variance | 4.76 | |||
| Risk Adjusted Performance | (0.03) |
Capital Appreciation Against Markets
Other Information on Investing in Capital Mutual Fund
Capital Appreciation financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Appreciation security.
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