SOVBX Rating, Research - Jhancock Sovereign Investors B

Jhancock Sovereign Investors B (sovbx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 139

Threats + Weaknesses = 98

When strengths & opportunities substantially exceed threats & weaknesses an investment in the sovbx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Jhancock Sovereign Investors B (SOVBX) Description: SOVBX is a mutual fund, which is an investment that owns a basket of assets. The SOVBX 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 small fund size classification. SOVBXs minimum initial investment amount is $2500 while the IRA minimum is $2500. SOVBXs expense ratio is roughly 2%. The latest SOVBXs front end load was 0% and the back end load was 5%. The Jhancock Sovereign Investors B (SOVBX) mutual fund falls under the large-cap mixed category. SOVBX focuses its investments in USA and SOVBX is not affiliated with a particular industry or fund sector. The Jhancock Sovereign Investors B (SOVBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SOVBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SOVBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks investment results that approximate those of the S&P 500® Index. The fund invests as least 80% of asset in stocks (see stock research) included in the S&P 500® Index. The Index is made up of common stocks (see stock research) of 500 large, publicly traded companies. The Adviser does not generally ??manage? the fund in the traditional sense. However, the Adviser believes that employing certain active management strategies for a percentage of the funds assets, if successful, will result in net returns after expenses that may more closely approximate the returns of the S&P 500® Index. Under normal circumstances, investments in derivatives will not exceed 20% of the funds net assets.

Management Analysis Update

Performance Analysis Update