TAGRX Rating, Research - Jhancock Large Cap Equity A

Jhancock Large Cap Equity A (tagrx)

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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 = 78

Threats + Weaknesses = 63

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 65% of assets in a portfolio of common stocks (see stock research) (including depositary receipts). The advisor seeks to invest in high quality companies it believes have sustainable competitive advantages and the ability to redeploy capital at high rates of return. It can invest up to 25% of assets in foreign securities. The fund can use derivative instruments for a variety of purposes. It is non-diversified.

Management Analysis Update

Performance Analysis Update