SOVIX Rating, Research - Jhancock Sovereign Investors A

Jhancock Sovereign Investors A (sovix)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 131

Threats + Weaknesses = 93

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

Fund Management Team

Fund Description Update

Jhancock Sovereign Investors A (SOVIX) Description: SOVIX is a mutual fund, which is an investment that owns a basket of assets. The SOVIX 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 large fund size classification. SOVIXs minimum initial investment amount is $2500 while the IRA minimum is $2500. SOVIXs expense ratio is roughly 1%. The latest SOVIXs front end load was 5% and the back end load was 0%. The Jhancock Sovereign Investors A (SOVIX) mutual fund falls under the large-cap mixed category. SOVIX focuses its investments in USA and SOVIX is not affiliated with a particular industry or fund sector. The Jhancock Sovereign Investors A (SOVIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SOVIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SOVIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks the highest level of total return consistent with a very aggressive level of risk. The fund invests primarily 95% to 100% of assets in various equity securities (see equity research) diversified in style, market capitalization, and geographic location. It also invests less than 5% of assets in cash investment. While This investment vehicle is non-diversified, it invests in diversified underlying holdings.


Management Analysis Update


Performance Analysis Update