Small Cap Growth Fund Quote
| JSJAX Fund | USD 18.82 0.20 1.07% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Small Cap is trading at 18.82 as of the 25th of November 2024; that is 1.07% up since the beginning of the trading day. The fund's open price was 18.62. Small Cap has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Small Cap Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of December 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in stocks of small-cap companies. The adviser defines small-cap companies as those that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000 Growth Index.. More on Small Cap Growth
Moving together with Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Funds, Small Growth Funds, Small Growth, John Hancock (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Small Cap Growth [JSJAX] is traded in USA and was established 25th of November 2024. Small Cap is listed under John Hancock category by Fama And French industry classification. The fund is listed under Small Growth category and is part of John Hancock family. This fund currently has accumulated 432.26 M in assets under management (AUM) with no minimum investment requirementsSmall Cap Growth is currently producing year-to-date (YTD) return of 39.0%, while the total return for the last 3 years was -3.71%.
Check Small Cap 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 Small 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 Small 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 Small Cap Growth 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 Small Cap Growth Mutual Fund Constituents
| ONTO | Onto Innovation | Stock | Information Technology | |
| AVAV | AeroVironment | Stock | Industrials | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| CDNA | Caredx Inc | Stock | Health Care | |
| LESL | Leslies | Stock | Consumer Discretionary | |
| HELE | Helen of Troy | Stock | Consumer Discretionary | |
| PTCT | PTC Therapeutics | Stock | Health Care | |
| MRCY | Mercury Systems | Stock | Industrials |
Small Cap Growth Risk Profiles
| Mean Deviation | 0.9352 | |||
| Semi Deviation | 1.1 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.71 |
Small Cap Against Markets
Other Information on Investing in Small Mutual Fund
Small Cap financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Cap security.
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