SOVCX Rating, Research - Jhancock Sovereign Investors C

Jhancock Sovereign Investors C (sovcx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 sovcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Jhancock Sovereign Investors C (SOVCX) Description: SOVCX is a mutual fund, which is an investment that owns a basket of assets. The SOVCX 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. SOVCXs minimum initial investment amount is $2500 while the IRA minimum is $2500. SOVCXs expense ratio is roughly 2%. The latest SOVCXs front end load was 0% and the back end load was 1%. The Jhancock Sovereign Investors C (SOVCX) mutual fund falls under the large-cap mixed category. SOVCX focuses its investments in USA and SOVCX is not affiliated with a particular industry or fund sector. The Jhancock Sovereign Investors C (SOVCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SOVCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SOVCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital; income is a secondary consideration. The fund normally invests at least 80% of assets in common stocks (see stock research). It normally invests in common stocks (see stock research) of well-established U.S. companies, primarily those with large capitalizations. The fund invests in companies with market capitalizations that, at the time of investment, are similar to companies in the S&P 500(R) index and the Russell 1000(R) Index.

Management Analysis Update

Performance Analysis Update