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JHancock Classic Value R1 (JCVRX) Fund Ranking and Research

Ranking, Research and Recommendation of JHancock Classic Value R1 (JCVRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of JHancock Classic Value R1 Fund (JCVRX) ManagerFund Manager - Richard S. Pzena

Fund Manager Information

Fund Manager Tenure: 23.4 years
Similar Funds: JCVBX  JCVCX  JCVFX  JCVHX  JCVIX  JCVVX 
Fund Family: John Hancock
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (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

 

Graph of JHancock Classic Value R1 Fund (JCVRX) ProfileJHancock Classic Value R1 Fund (JCVRX) Profile

Fund Profile and Description

JHancock Classic Value R1 Fund seeks long-term growth of capital. JHancock Classic Value R1 Fund normally invests at least 80% of net assets in domestic equity securities. In managing the portfolio, the subadviser seeks to identify companies that it believes are currently undervalued relative to the market, based on estimated future earnings and cash flow. These companies generally have market values at valuation ratios, such as price-to-book, below market average, as defined by the Standard & Poor's 500 Index. Under normal market conditions, the fund is almost entirely invested in stocks. JHancock Classic Value R1 Fund may invest in securities of foreign issuers.

 

JHancock Classic Value R1 (JCVRX) Fund Strength What we like about JHancock Classic Value R1 (JCVRX) Fund

Data for JHancock Classic Value R1 Fund (JCVRX) as of May 30, 2016

  • JHancock Classic Value R1 Fund (JCVRX) management has been with JHancock Classic Value R1 Fund for 23.4 years
  • JHancock Classic Value R1 Fund (JCVRX) ratio of up-years vs down years is greater than 2
  • JHancock Classic Value R1 Fund (JCVRX) has an annual stock turnover rate of 17.00% vs Large Value average of 44.24%. It is good that JHancock Classic Value R1 management does not trade extensively for its return.

JHancock Classic Value R1 Fund (JCVRX) Weakness What we are cautious about JHancock Classic Value R1 (JCVRX) Fund

Data for JHancock Classic Value R1 Fund (JCVRX) as of May 30, 2016

  • JHancock Classic Value R1 Fund (JCVRX) has a less-than-ideal short-term performance (1-year return -6.78% vs -2.36% Large Value category median performance)
  • JHancock Classic Value R1 Fund (JCVRX) has a less-than-ideal mid-term performance (3-year return 5.64% vs 7.81% Large Value category median performance)
  • JHancock Classic Value R1 Fund (JCVRX) has a less-than-ideal Long-term performance (5-year return 7.76% vs 9.15% Large Value category median performance)
  • JHancock Classic Value R1 Fund (JCVRX) has a Morningstar rating of 3 and below
  • JHancock Classic Value R1 Fund (JCVRX) is less safe compared to its Large Value peers
  • JHancock Classic Value R1 Fund (JCVRX) does not have a good risk adjusted return as its 3-year Alpha of -6.48 is worse than category average of -2.66, and its 3-year Sharpe ratio is 0.46
  • JHancock Classic Value R1 Fund (JCVRX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.93 that is higher than category average of 11.7
  • JHancock Classic Value R1 Fund (JCVRX) has a higher expense ratio of 1.57% than its Large Value average of 1.10%
  • Even though JHancock Classic Value R1 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See JHancock Classic Value R1 Fund (JCVRX) performance details as of May 30, 2016

 

What do you think?

 

Compare JHancock Classic Value R1 Fund (JCVRX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JHancock Classic Value R11.92-6.785.647.76
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare JHancock Classic Value R1 Fund (JCVRX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of JHancock Classic Value R1 Fund (JCVRX) Net Asset TrackingJHancock Classic Value R1 (JCVRX) Fund Net Asset

Track net asset change of JHancock Classic Value R1 fund (JCVRX)

DateNet Asset
05/2016$1.66B
03/2016$1.89B
02/2016$1.75B
More historic net asset information on JHancock Classic Value R1 Fund (JCVRX)

  

Graph of JHancock Classic Value R1 Fund (JCVRX) Portfolio TrackingJHancock Classic Value R1 (JCVRX) Fund Portfolio Allocation

Track portfolio allocation change of JHancock Classic Value R1 fund (JCVRX)

DateCashStockBondOther
04/20164.11%95.89%0%0%
02/20163.06%96.94%0%0%
12/20150%97.01%0%2.99%
Click here to see more historic asset allocation information on JHancock Classic Value R1 Fund (JCVRX)

 

graph of JHancock Classic Value R1 Fund (JCVRX) Top 10 Position TrackingTop 10 Holdings in JHancock Classic Value R1 (JCVRX) Fund

Discover what JHancock Classic Value R1 Fund (JCVRX) manager is buying

Apr 29, 2016
Royal Dutch Shell PLC ADR Class A [4.67%]
Parker-Hannifin Corporation Com [3.34%]
Oracle Corporation Common Stock [3.32%]
Bank of America Corporation Com [3.26%]
Citigroup, Inc. Common Stock [3.24%]
Franklin Resources, Inc. Common [3.15%]
Dover Corporation Common Stock [3.05%]
Goldman Sachs Group, Inc. (The) [2.81%]
Morgan Stanley Common Stock [2.72%]
Exxon Mobil Corporation Common [2.64%]

Feb 28, 2016
Royal Dutch Shell PLC ADR Class A [4.79%]
Parker-Hannifin Corporation Com [3.39%]
Oracle Corporation Common Stock [3.32%]
Franklin Resources, Inc. Common [3.23%]
Dover Corporation Common Stock [3.21%]
Bank of America Corporation Com [3.17%]
Citigroup, Inc. Common Stock [3.1%]
Morgan Stanley Common Stock [2.99%]
Goldman Sachs Group, Inc. (The) [2.98%]
Wal-Mart Stores, Inc. Common St [2.84%]

Dec 30, 2015
Royal Dutch Shell PLC ADR Class A [4.31%]
Exxon Mobil Corporation Common [4.21%]
Bank of America Corporation Com [3.81%]
Citigroup, Inc. Common Stock [3.69%]
American International Group, I [3.43%]
BP [3.3%]
Oracle Corporation Common Stock [2.95%]
Intel Corporation [2.93%]
Microsoft Corporation [2.92%]
Dover Corporation Common Stock [2.89%]
Click here for Stock Holding Change Map in JHancock Classic Value R1 Fund (JCVRX)

  

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