John Hancock Disciplined Fund Quote

JVMAX Fund  USD 28.19  0.41  1.48%   

Performance

15 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
John Hancock is trading at 28.19 as of the 28th of March 2024; that is 1.48 percent increase since the beginning of the trading day. The fund's open price was 27.78. John Hancock has about a 34 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 John Hancock Disciplined are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80 percent of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations, and identified by the manager as having value characteristics. More on John Hancock Disciplined

Moving together with John Mutual Fund

  0.77USG USCF Gold Strategy Symbol ChangePairCorr
  0.98JGECX Jhancock Global EquityPairCorr
  0.98JGEFX Global Equity FundPairCorr
  0.98JGEMX Jhancock Global EquityPairCorr
  0.98JGERX Jhancock Global EquityPairCorr
  0.94JGHTX J Hancock IiPairCorr

John 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. John Hancock's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding John Hancock or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationJohn Hancock Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, John Hancock, Large, Mid-Cap Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of August 2022
Fiscal Year EndMarch
John Hancock Disciplined [JVMAX] is traded in USA and was established 28th of March 2024. John Hancock is listed under John Hancock category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of John Hancock family. This fund currently has accumulated 20.59 B in assets under management (AUM) with no minimum investment requirementsJohn Hancock Disciplined is currently producing year-to-date (YTD) return of 7.46% with the current yeild of 0.01%, while the total return for the last 3 years was 9.13%.
Check John Hancock 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 John 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 John 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 John Hancock Disciplined 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 John Hancock Disciplined Mutual Fund Constituents

TFCTruist Financial CorpStockFinancials
AONAon PLCStockFinancials
TELTE ConnectivityStockInformation Technology
XELXcel EnergyStockUtilities
AMPAmeriprise FinancialStockFinancials
UNMUnum GroupStockFinancials
LHXL3Harris TechnologiesStockIndustrials
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John Hancock Target Price Odds Analysis

Based on a normal probability distribution, the odds of John Hancock jumping above the current price in 90 days from now is roughly 2.21%. The John Hancock Disciplined probability density function shows the probability of John Hancock 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 1.1529. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, John Hancock will likely underperform. Additionally, john Hancock Disciplined 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 28.19HorizonTargetOdds Above 28.19
97.74%90 days
 28.19 
2.21%
Based on a normal probability distribution, the odds of John Hancock to move above the current price in 90 days from now is roughly 2.21 (This John Hancock Disciplined probability density function shows the probability of John Mutual Fund to fall within a particular range of prices over 90 days) .

John Hancock Disciplined Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. John Hancock market risk premium is the additional return an investor will receive from holding John Hancock 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 John Hancock. 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 John Hancock's alpha and beta are two of the key measurements used to evaluate John Hancock's performance over the market, the standard measures of volatility play an important role as well.

John Hancock Against Markets

Picking the right benchmark for John Hancock 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 John Hancock 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 John Hancock is critical whether you are bullish or bearish towards John Hancock Disciplined at a given time. Please also check how John Hancock'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 John Hancock 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.

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How to buy John Mutual Fund?

Before investing in John Hancock, 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 John Hancock. To buy John Hancock fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of John Hancock. 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 John Hancock fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located John Hancock Disciplined 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 John Hancock Disciplined 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 John Hancock Disciplined, 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 John Hancock Disciplined?

The danger of trading John Hancock Disciplined 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 John Hancock 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 John Hancock. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile John Hancock Disciplined 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 John Hancock Disciplined. 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 nation.
Note that the John Hancock Disciplined information on this page should be used as a complementary analysis to other John Hancock'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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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When running John Hancock's price analysis, check to measure John Hancock'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 John Hancock is operating at the current time. Most of John Hancock's value examination focuses on studying past and present price action to predict the probability of John Hancock's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move John Hancock's price. Additionally, you may evaluate how the addition of John Hancock to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between John Hancock's value and its price as these two are different measures arrived at by different means. Investors typically determine if John Hancock is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, John Hancock'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.