Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | JHMSX Insights | JHMSX Score | JHMSX Performance | JHMSX Manager | JHMSX News | JHMSX Allocation | JHMSX Holdings Change

Mutual Fund Insights: JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

In-depth Analysis of JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

Mutual fund chart: JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

3 months
6 months
1 year
3 year
5 year

See JHFunds2 Mid Cap Stock NAV Fund (JHMSX) performance details as of February 28, 2010

  

    Last Trade: $15.08 on 3/19/2010, Change: -0.19 (-1.24%)
Experiment our closing price forecasting tool for JHFunds2 Mid Cap Stock NAV Fund (JHMSX) (alpha release)

  

Fund Manager - Mario E. Abularach

Fund Manager Tenure: 2.7 years
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Mario E. Abularach is a vice president and equity research analyst of Wellington Management and joined the firm as an investment professional in 2001. Prior to joining the firm, Mario E. Abularach was a research analyst at JLF Asset Management. Mario E. Abularach holds the Chartered Financial Analyst designation.  Get more insights on Mario E. Abularach

  

What we like about JHFunds2 Mid Cap Stock NAV Fund (JHMSX) What we like about JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

Data for JHFunds2 Mid Cap Stock NAV Fund (JHMSX) as of February 28, 2010

  • JHFunds2 Mid Cap Stock NAV Fund (JHMSX) has a lower management fee than its Mid-Cap Growth average: 0.89% vs 1.47%
  • JHFunds2 Mid Cap Stock NAV Fund (JHMSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about JHFunds2 Mid Cap Stock NAV Fund (JHMSX) What we are cautious about JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

Data for JHFunds2 Mid Cap Stock NAV Fund (JHMSX) as of February 28, 2010

  • JHFunds2 Mid Cap Stock NAV Fund (JHMSX) management has been with JHFunds2 Mid Cap Stock NAV Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
  • JHFunds2 Mid Cap Stock NAV Fund (JHMSX) has a less-than-ideal short-term performance (1-year return 53.68% vs 58.17 % Mid-Cap Growth category average)
  • JHFunds2 Mid Cap Stock NAV Fund (JHMSX) has a less-than-ideal mid-term performance (3-year return -3.49% vs -4.00 % Mid-Cap Growth category average)
  • JHFunds2 Mid Cap Stock NAV Fund (JHMSX) ratio of up-years vs down years can be improved
  • JHFunds2 Mid Cap Stock NAV Fund (JHMSX) has a Morningstar rating of 3 and below
  • JHFunds2 Mid Cap Stock NAV Fund (JHMSX) has an annual stock turnover rate of 170.00% that is higher than the Mid-Cap Growth average of 140.76%. This could mean JHFunds2 Mid Cap Stock NAV is more nimble, but also signal potential high tax impact and high trading fees
  • JHFunds2 Mid Cap Stock NAV Fund (JHMSX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.71 that is higher than category average of 23.95
See JHFunds2 Mid Cap Stock NAV Fund (JHMSX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

Below are some additional Mid-Cap Growth mutual funds generated out of our database

  

JHFunds2 Mid Cap Stock NAV Fund (JHMSX) Net Asset

Track net asset change of JHFunds2 Mid Cap Stock NAV fund (JHMSX)

DateNet Asset
02/2010$804.12M
01/2010$474.60M
11/2009$478.26M
More historic net asset information on JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

  

JHFunds2 Mid Cap Stock NAV Fund (JHMSX) Portfolio Allocation

Track portfolio allocation change of JHFunds2 Mid Cap Stock NAV fund (JHMSX)

DateCashStockBondOther
11/20091.21%98.79%0%0%
09/20091.09%98.91%0%0%
08/20091.37%98.63%0%0%
Click here to see more historic asset allocation information on JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

  

Most Recent Top 10 Holdings in JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

Discover what JHFunds2 Mid Cap Stock NAV Fund (JHMSX) manager is buying

30-Nov-09
INGERSOLL RAND LTD A [2.22%]
HANESBRANDS INC. [2.07%]
COACH INC [2.01%]
JARDEN CP [1.85%]
Seagate Technology. [1.78%]
SXC Health Solutions Corp. [1.74%]
BEST BUY CO INC [1.7%]
Urban Outfitters, Inc. [1.54%]
HERBALIFE LTD. [1.5%]
AMERIPRISE FINANCIAL [1.49%]

30-Sep-09
JARDEN CP [2.39%]
HANESBRANDS INC. [2.15%]
BEST BUY CO INC [1.54%]
BMC Software, Inc. [1.49%]
HERBALIFE LTD. [1.49%]
RED HAT INC [1.48%]
INGERSOLL RAND LTD A [1.46%]
BE Aerospace, Inc. [1.46%]
Gam Holding Ltd [1.43%]
Urban Outfitters, Inc. [1.43%]

31-Aug-09
HANESBRANDS INC. [2.28%]
JARDEN CP [2.23%]
Seagate Technology. [1.68%]
BEST BUY CO INC [1.6%]
Corinthian Colleges, Inc. [1.55%]
Pool Corporation [1.5%]
HERBALIFE LTD. [1.48%]
RED HAT INC [1.42%]
ADVANCE AUTO PARTS [1.4%]
Adobe Systems Incorporated [1.37%]
Click here for Stock Holding Change Map in JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

  

Related books and products to JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

  

Latest News on JHFunds2 Mid Cap Stock NAV (JHMSX)

See what is happening with JHFunds2 Mid Cap Stock NAV Fund (JHMSX)

 

Books and Resources

 

 

See more information on JHFunds2 Mid Cap Stock NAV Fund (JHMSX)