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Mutual Fund Insights: JHancock Classic Value B Fund (JCVBX)

In-depth Analysis of JHancock Classic Value B Fund (JCVBX)

Mutual fund chart: JHancock Classic Value B Fund (JCVBX)

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See JHancock Classic Value B Fund (JCVBX) performance details as of January 31, 2010

  

    Last Trade: $15.58 on 3/18/2010, Change: -0.03 (-0.19%)
Experiment our closing price forecasting tool for JHancock Classic Value B Fund (JCVBX) (alpha release)

  

Fund Manager - Richard S. Pzena

Fund Manager Tenure: 13.7 years   [Similar Funds: JCVCX  JCVIX  JCVRX ]
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)
Pzena is the founder, the managing principal, chief executive officer, co-chief investment officer, and portfolio manager of Pzena Investment Management, LLC. He joined Pzena in 1995. Prior to forming Pzena in 1995, Mr. Pzena was the director of U.S. Equity Investments and Chief Research Officer for Sanford C. Bernstein & Company. He joined Bernstein in 1986.He began his business career in 1980.  Get more insights on Richard S. Pzena

  

What we like about JHancock Classic Value B Fund (JCVBX) What we like about JHancock Classic Value B Fund (JCVBX)

Data for JHancock Classic Value B Fund (JCVBX) as of January 31, 2010

  • JHancock Classic Value B Fund (JCVBX) management has been with JHancock Classic Value B Fund for 13.7 years
  • JHancock Classic Value B Fund (JCVBX) has good short-term performance (1-year return 49.78% vs 32.89% Large Value category average)
  • JHancock Classic Value B Fund (JCVBX) has an annual stock turnover rate of 67.00% vs Large Value average of 69.44%. It is good that JHancock Classic Value B management does not trade extensively for its return.

  

What we are cautious about JHancock Classic Value B Fund (JCVBX) What we are cautious about JHancock Classic Value B Fund (JCVBX)

Data for JHancock Classic Value B Fund (JCVBX) as of January 31, 2010

  • JHancock Classic Value B Fund is a focused fund with 33.43% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • JHancock Classic Value B Fund (JCVBX) has a less-than-ideal mid-term performance (3-year return -16.04% vs -8.60% Large Value category average)
  • JHancock Classic Value B Fund (JCVBX) has a less-than-ideal Long-term performance (5-year return -5.00% vs -0.19% Large Value category average)
  • JHancock Classic Value B Fund (JCVBX) ratio of up-years vs down years can be improved
  • JHancock Classic Value B Fund (JCVBX) has a Morningstar rating of 3 and below
  • JHancock Classic Value B Fund (JCVBX) is less safe compared to its Large Value peers
  • JHancock Classic Value B Fund (JCVBX) does not have a good risk adjusted return as its 3-year Alpha of -5.35 is worse than category average of -1.25, and its 3-year Sharpe ratio is -0.54
  • JHancock Classic Value B Fund (JCVBX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.34 that is higher than category average of 20.74
  • JHancock Classic Value B Fund (JCVBX) has a higher management fee of 2.08% than its Large Value average of 1.28%
  • JHancock Classic Value B Fund (JCVBX) carries a 5% load
See JHancock Classic Value B Fund (JCVBX) performance details as of January 31, 2010

  

  

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JHancock Classic Value B Fund (JCVBX) Net Asset

Track net asset change of JHancock Classic Value B fund (JCVBX)

DateNet Asset
01/2010$64.07M
11/2009$67.46M
10/2009$65.64M
More historic net asset information on JHancock Classic Value B Fund (JCVBX)

  

JHancock Classic Value B Fund (JCVBX) Portfolio Allocation

Track portfolio allocation change of JHancock Classic Value B fund (JCVBX)

DateCashStockBondOther
11/20091.8%98.2%0%0%
09/20093.09%96.91%0%0%
08/20092.03%97.97%0%0%
Click here to see more historic asset allocation information on JHancock Classic Value B Fund (JCVBX)

  

Most Recent Top 10 Holdings in JHancock Classic Value B Fund (JCVBX)

Discover what JHancock Classic Value B Fund (JCVBX) manager is buying

30-Nov-09
NORTHROP GRUM HOL CO [4.14%]
BOEING CO [4.02%]
MAGNA INTL CL A [3.52%]
ALLSTATE CP [3.46%]
TYCO ELECTRONICS [3.24%]
PENNEY J C CO HOLDIN [3.21%]
TORCHMARK CP [3.2%]
CA Inc. [2.99%]
OMNICOM GP INC [2.88%]
SEMPRA ENERGY [2.77%]

30-Sep-09
NORTHROP GRUM HOL CO [4.09%]
BOEING CO [3.98%]
PENNEY J C CO HOLDIN [3.61%]
ALLSTATE CP [3.57%]
ALCATEL LUCENT [3.24%]
TORCHMARK CP [3.06%]
UBS AG (NEW) [3.03%]
CA Inc. [2.85%]
AETNA INC. NEW [2.81%]
OMNICOM GP INC [2.77%]

31-Aug-09
NORTHROP GRUM HOL CO [3.93%]
BOEING CO [3.78%]
ALLSTATE CP [3.77%]
UBS AG (NEW) [3.6%]
ALCATEL LUCENT [3.37%]
CARDINAL HEALTH INC [3.32%]
PENNEY J C CO HOLDIN [3.32%]
TORCHMARK CP [3.11%]
CITIGROUP INC [3.1%]
MAGNA INTL CL A [3.01%]
Click here for Stock Holding Change Map in JHancock Classic Value B Fund (JCVBX)

  

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