Fundamental Large Cap Fund Quote

JLCFX Fund  USD 70.61  0.73  1.04%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Fundamental Large is trading at 70.61 as of the 28th of March 2024; that is 1.04% increase since the beginning of the trading day. The fund's open price was 69.88. Fundamental Large has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Fundamental Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It may invest up to 35 percent of its assets in foreign securities and may trade securities actively. The fund may invest up to 20 percent of its assets in bonds of any maturity, including up to 15 percent of net assets in below investment grade bonds rated as low as CC by SP Global Ratings or Ca by Moodys Investors Service, Inc. More on Fundamental Large Cap

Moving together with Fundamental Mutual Fund

  0.98STFGX State Farm GrowthPairCorr
  0.95JGECX Jhancock Global EquityPairCorr
  0.95JGEFX Global Equity FundPairCorr
  0.95JGEMX Jhancock Global EquityPairCorr
  0.95JGERX Jhancock Global EquityPairCorr
  0.93JGETX Jhancock Global EquityPairCorr

Moving against Fundamental Mutual Fund

  0.49JGIFX John Hancock GovernmentPairCorr

Fundamental Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Fundamental Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fundamental Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationJohn Hancock Funds, Large Growth Funds, Large Blend Funds, Large Blend, John Hancock (View all Sectors)
Update Date31st of March 2024
Fundamental Large Cap [JLCFX] is traded in USA and was established 28th of March 2024. Fundamental Large is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Blend category and is part of John Hancock family. This fund currently has accumulated 5.43 B in assets under management (AUM) with no minimum investment requirementsFundamental Large Cap is currently producing year-to-date (YTD) return of 6.17% with the current yeild of 0.0%, while the total return for the last 3 years was 8.23%.
Check Fundamental Large 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 Fundamental 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 Fundamental 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 Fundamental Large Cap 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 Fundamental Large Cap Mutual Fund Constituents

VVisa Class AStockFinancials
GSGoldman Sachs GroupStockFinancials
PIIPolaris IndustriesStockConsumer Discretionary
JPMJPMorgan Chase CoStockFinancials
WDAYWorkdayStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
MSFTMicrosoftStockInformation Technology
More Details

Fundamental Large Target Price Odds Analysis

Based on a normal probability distribution, the odds of Fundamental Large jumping above the current price in 90 days from now is roughly 2.99%. The Fundamental Large Cap probability density function shows the probability of Fundamental Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0943. This indicates Fundamental Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Fundamental Large is expected to follow. Additionally, fundamental Large Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 70.61HorizonTargetOdds Above 70.61
96.93%90 days
 70.61 
2.99%
Based on a normal probability distribution, the odds of Fundamental Large to move above the current price in 90 days from now is roughly 2.99 (This Fundamental Large Cap probability density function shows the probability of Fundamental Mutual Fund to fall within a particular range of prices over 90 days) .

Fundamental Large Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fundamental Large market risk premium is the additional return an investor will receive from holding Fundamental Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fundamental Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Fundamental Large's alpha and beta are two of the key measurements used to evaluate Fundamental Large's performance over the market, the standard measures of volatility play an important role as well.

Fundamental Large Against Markets

Picking the right benchmark for Fundamental Large mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Fundamental Large mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Fundamental Large is critical whether you are bullish or bearish towards Fundamental Large Cap at a given time. Please also check how Fundamental Large's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fundamental Large without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Efficient Frontier Now

   

Efficient Frontier

Plot and analyze your portfolio and positions against risk-return landscape of the market.
All  Next Launch Module

How to buy Fundamental Mutual Fund?

Before investing in Fundamental Large, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Fundamental Large. To buy Fundamental Large fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fundamental Large. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Fundamental Large fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Fundamental Large Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Fundamental Large Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Fundamental Large Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Fundamental Large Cap?

The danger of trading Fundamental Large Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Fundamental Large is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Fundamental Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fundamental Large Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Fundamental Large Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the Fundamental Large Cap information on this page should be used as a complementary analysis to other Fundamental Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Complementary Tools for Fundamental Mutual Fund analysis

When running Fundamental Large's price analysis, check to measure Fundamental Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fundamental Large is operating at the current time. Most of Fundamental Large's value examination focuses on studying past and present price action to predict the probability of Fundamental Large's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fundamental Large's price. Additionally, you may evaluate how the addition of Fundamental Large to your portfolios can decrease your overall portfolio volatility.
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Please note, there is a significant difference between Fundamental Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fundamental Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fundamental Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.