Jhancock3 Disciplined Value A (jvlax)
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Asset Allocation (% of Port)
US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Jhancock3 Disciplined Value A (JVLAX) Description: JVLAX is a mutual fund, which is an investment that owns a basket of assets. The JVLAX mutual fund was provided by Jhancock and this investment vehicle derives the majority of its value from equity holdings (stocks). Jhancocks mutual fund has a long management tenure and is in the average fund size classification. JVLAXs minimum initial investment amount is $2500 while the IRA minimum is $2500. JVLAXs expense ratio is roughly 1%. The latest JVLAXs front end load was 5% and the back end load was 0%. The Jhancock3 Disciplined Value A (JVLAX) mutual fund falls under the large-cap value category. JVLAX focuses its investments in USA and JVLAX is not affiliated with a particular industry or fund sector. The Jhancock3 Disciplined Value A (JVLAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JVLAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JVLAXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of large capitalization companies, which are defined as companies with market capitalizations within the range of the Russell 1000 Value Index. It invests up to 20% of total assets in equity securities (see equity research) of foreign issuers, including ADRs and similar investments. The fund can use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return.
Management Analysis
Jhancock3 Disciplined Value A's executives / managers make better investing decisions, because their assets are invested along side their client's.
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