SPVAX Rating, Research - Jhancock Small Cap Equity A

Jhancock Small Cap Equity A (spvax)

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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 = 15

Threats + Weaknesses = 3

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in common stocks (see stock research) of companies with market capitalizations of less than $1.5 billion selected on a value basis, and may invest a significant portion of its assets in micro-capitalization companies, i.e., those with market capitalizations of less than $300 million at the time of purchase.


Management Analysis Update


Performance Analysis Update