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JHancock Fundamental Large Cap Core R6 (JLCWX)

70.65
+0.45
+(0.64%)
At close: 8:01:24 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. It may invest up to 35% of its assets in foreign securities and may trade securities actively. The fund may invest up to 20% of its assets in bonds of any maturity, including up to 15% of net assets in below investment grade bonds (i.e., junk bonds) rated as low as CC by S&P Global Ratings or Ca by Moody's Investors Service, Inc. and their unrated equivalents.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.51%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 2

Performance & Risk

YTD Return -2.50%
5y Average Return 16.71%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
JLCWXCategory AverageJLCWXCategory AverageJLCWXCategory Average
Alpha -2.21 -0.01 -1.76 -0.01 -2.49 -0.01
BETA 1.1 0.01 1.1 0.01 1.15 0.01
Mean Annual Return 0.95 0.01 1.28 0.01 1 0.01
R-squared 93.08 0.94 93.82 0.95 93.48 0.95
Standard Deviation 18.6 0.17 18.24 0.19 18.34 0.15
Sharpe Ratio 0.37 0 0.69 0.01 0.55 0.01
Treynor Ratio 5.01 0.03 10.74 0.1 7.68 0.1

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