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JHFunds2 Intl Small Cap 1 (JIIMX) Fund Ranking and Research

Ranking, Research and Recommendation of JHFunds2 Intl Small Cap 1 (JIIMX) Fund

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Graph of JHFunds2 Intl Small Cap 1 Fund (JIIMX) ManagerFund Manager - Harlan B. Hodes

Fund Manager Information

Fund Manager Tenure: 8.4 years
Fund Family: John Hancock
Fund Category: Foreign Small/Mid Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Harlan Hodes, CPA Joined Franklin Templeton in 2001.Mr. Hodes has provided research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Prior to joining Templeton in 2001, Mr. Hodes worked for Kaufman, Rossin & Co. in Miami. Prior to working for Kaufman, Rossin & Co., Mr. Hodes was with Arthur Andersen, where his responsibilities included the financial reporting and taxation of international banks. Mr. Hodes earned a B.A. from the University of Michigan and an M.B.A. from the Leonard N. Stern School of Business at New York University. He is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA).  Get more insights on Harlan B. Hodes

 

Graph of JHFunds2 Intl Small Cap 1 Fund (JIIMX) ProfileJHFunds2 Intl Small Cap 1 Fund (JIIMX) Profile

Fund Profile and Description

JHFunds2 Intl Small Cap 1 Fund seeks long-term capital appreciation. JHFunds2 Intl Small Cap 1 Fund invests primarily in the common stocks of smaller companies outside the U.S. It normally invests at least 80% of net assets in securities issued by foreign companies which have total stock market capitalizations or annual revenues of $4 billion or less. At least 65% of total assets will normally be invested in foreign securities representing a minimum of three countries other than the U.S.

 

JHFunds2 Intl Small Cap 1 (JIIMX) Fund Strength What we like about JHFunds2 Intl Small Cap 1 (JIIMX) Fund

Data for JHFunds2 Intl Small Cap 1 Fund (JIIMX) as of May 30, 2016

  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) management has been with JHFunds2 Intl Small Cap 1 Fund for 8.4 years
  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) ratio of up-years vs down years is greater than 2
  • Asset base in JHFunds2 Intl Small Cap 1 Fund (JIIMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) has an annual stock turnover rate of 29.00% vs Foreign Small/Mid Value average of 42.84%. It is good that JHFunds2 Intl Small Cap 1 management does not trade extensively for its return.
  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.28, lower than category average of 12.78
  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) has a lower expense ratio than its Foreign Small/Mid Value average: 1.09% vs 1.31%

JHFunds2 Intl Small Cap 1 Fund (JIIMX) Weakness What we are cautious about JHFunds2 Intl Small Cap 1 (JIIMX) Fund

Data for JHFunds2 Intl Small Cap 1 Fund (JIIMX) as of May 30, 2016

  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) has a less-than-ideal short-term performance (1-year return -11.87% vs -7.62% Foreign Small/Mid Value category median performance)
  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) has a less-than-ideal mid-term performance (3-year return 2.42% vs 5.24% Foreign Small/Mid Value category median performance)
  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) has a less-than-ideal Long-term performance (5-year return 1.84% vs 3.92% Foreign Small/Mid Value category median performance)
  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) has a Morningstar rating of 3 and below
  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) is less safe compared to its Foreign Small/Mid Value peers
  • JHFunds2 Intl Small Cap 1 Fund (JIIMX) does not have a good risk adjusted return as its 3-year Alpha of 2.2 is worse than category average of 3.42, and its 3-year Sharpe ratio is 0.25
  • Even though JHFunds2 Intl Small Cap 1 Fund carries no load, it does have a 0.05% of 12b1 promotion, distributions, marketing expenses
See JHFunds2 Intl Small Cap 1 Fund (JIIMX) performance details as of May 30, 2016

 

What do you think?

 

Compare JHFunds2 Intl Small Cap 1 Fund (JIIMX)Compare with other top Foreign Small/Mid Value category mutual funds

Aadditional top Foreign Small/Mid Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JHFunds2 Intl Small Cap 1-0.62-11.872.421.84
Goldman Sachs Intl Sm Cp Insghts IR (GIRLX)1.25-0.478.426.10Compare
Voya Multi-Manager International Sm Cp I (NAPIX)-0.21-2.716.684.42Compare

See top fund managers for Foreign Small/Mid Value Category Funds

 

Compare JHFunds2 Intl Small Cap 1 Fund (JIIMX)Compare with Foreign Small/Mid Value category ETFs

Some Foreign Small/Mid Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree International MidCap Div ETF (DIM)1.57%-5.90%5.27%
PowerShares FTSE RAFI DvMkt exUS S/M ETF (PDN)3.56%-4.32%5.35%

 

Graph of JHFunds2 Intl Small Cap 1 Fund (JIIMX) Net Asset TrackingJHFunds2 Intl Small Cap 1 (JIIMX) Fund Net Asset

Track net asset change of JHFunds2 Intl Small Cap 1 fund (JIIMX)

DateNet Asset
05/2016$762.15M
03/2016$760.64M
02/2016$721.09M
More historic net asset information on JHFunds2 Intl Small Cap 1 Fund (JIIMX)

  

Graph of JHFunds2 Intl Small Cap 1 Fund (JIIMX) Portfolio TrackingJHFunds2 Intl Small Cap 1 (JIIMX) Fund Portfolio Allocation

Track portfolio allocation change of JHFunds2 Intl Small Cap 1 fund (JIIMX)

DateCashStockBondOther
03/201610.31%89.13%0%0.56%
01/20169.44%86.93%0%3.63%
12/201510.22%89.74%0%0.04%
Click here to see more historic asset allocation information on JHFunds2 Intl Small Cap 1 Fund (JIIMX)

 

graph of JHFunds2 Intl Small Cap 1 Fund (JIIMX) Top 10 Position TrackingTop 10 Holdings in JHFunds2 Intl Small Cap 1 (JIIMX) Fund

Discover what JHFunds2 Intl Small Cap 1 Fund (JIIMX) manager is buying

Mar 30, 2016
Gerresheimer AG [1.89%]
HUHTAMAEKI OY SHS I [1.87%]
AALBERTS INDUSTRIES [1.86%]
AMER SPORTS CP ORD S [1.86%]
KOBAYASHI PHARMACEUT [1.79%]
Techtronic Industries Co Ltd [1.78%]
Chicony Electronics Co Ltd [1.6%]
Greggs PLC [1.58%]
TSUMURA & CO [1.51%]
MEITEC CORP [1.46%]

Jan 30, 2016
KOBAYASHI PHARMACEUT [1.96%]
AALBERTS INDUSTRIES [1.9%]
TSUMURA & CO [1.89%]
AMER SPORTS CP ORD S [1.88%]
HUHTAMAEKI OY SHS I [1.86%]
Gerresheimer AG [1.81%]
Techtronic Industries Co Ltd [1.81%]
Greggs PLC [1.58%]
UBM PLC [1.55%]

Dec 30, 2015
AALBERTS INDUSTRIES [1.92%]
Techtronic Industries Co Ltd [1.91%]
Greggs PLC [1.9%]
KOBAYASHI PHARMACEUT [1.89%]
Gerresheimer AG [1.89%]
HUHTAMAEKI OY SHS I [1.88%]
AMER SPORTS CP ORD S [1.87%]
TSUMURA & CO [1.78%]
ASICS CORPORATION [1.55%]
UBM PLC [1.49%]
Click here for Stock Holding Change Map in JHFunds2 Intl Small Cap 1 Fund (JIIMX)

  

Latest News on JHFunds2 Intl Small Cap 1 (JIIMX) Fund

See what is happening with JHFunds2 Intl Small Cap 1 Fund (JIIMX)

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JHFunds2 Intl Small Cap 1 Fund (JIIMX) Related ResourcesSee more information on JHFunds2 Intl Small Cap 1 (JIIMX) Fund

Popular pages on JHFunds2 Intl Small Cap 1 (JIIMX) Fund

  

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