MENU
+Compare
JFDRX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$19.12
Change
-$0.30 (-1.54%)
Net Assets
299.92M

JFDRX JHancock Financial Industries R6 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Financial
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Mastercard (NYSE:MA), American Express Company (NYSE:AXP), Citigroup (NYSE:C).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below-investment-grade bonds rated as low as CCC by S&P Global Ratings or Caa by Moody's Investors Service, Inc. and their unrated equivalents.

Market Cap

The average market capitalization across the JHancock Financial Industries R6 MF is 305.28B. The market cap for tickers in the group ranges from 31.19B to 809.47B. JPM holds the highest valuation in this group at 809.47B. The lowest valued company is MTB at 31.19B.

Volume

The average weekly volume growth across all stocks in the JHancock Financial Industries R6 MF was 49%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -32%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 88
P/E Growth Rating: 43
Price Growth Rating: 40
SMR Rating: 27
Profit Risk Rating: 19
Seasonality Score: -1 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
John Hancock Investment Trust II601 Congress StreetBoston
Phone
N/A
Web
www.jhfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BARUX101.451.31
+1.31%
Baron Asset R6
CIRFX78.510.41
+0.52%
American Funds Capital Income Bldr 529F
PINPX16.270.07
+0.43%
Principal Diversified Intl R5
GPIGX13.59-0.01
-0.08%
Guidepath® Growth and Income
GSVSX16.62-0.08
-0.48%
Goldman Sachs Large Cap Value Svc

JFDRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JFDRX has been closely correlated with JFIFX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if JFDRX jumps, then JFIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JFDRX
1D Price
Change %
JFDRX100%
-1.54%
JFIFX - JFDRX
100%
Closely correlated
-1.55%
FIDCX - JFDRX
100%
Closely correlated
-1.55%
FIDSX - JFDRX
90%
Closely correlated
-1.40%
RPFGX - JFDRX
85%
Closely correlated
-1.38%
DFFCX - JFDRX
83%
Closely correlated
-1.39%
More