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JHancock New Opportunities 1 (JISOX) Fund Ranking and Research

Ranking, Research and Recommendation of JHancock New Opportunities 1 (JISOX) Fund

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

 

Graph of JHancock New Opportunities 1 Fund (JISOX) ManagerFund Manager - Joel P. Schneider

Fund Manager Information

Fund Manager Tenure: 3.4 years
Fund Family: John Hancock
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

 

Graph of JHancock New Opportunities 1 Fund (JISOX) ProfileJHancock New Opportunities 1 Fund (JISOX) Profile

Fund Profile and Description

JHancock New Opportunities 1 Fund seeks long-term capital appreciation. JHancock New Opportunities 1 Fund invests normally at least 80% of assets in equity securities of small capitalization companies. It usually invests in equity securities of companies that the subadviser believes can be purchased at a price significantly below its inherent value. JHancock New Opportunities 1 Fund may also engage in short-term trading of portfolio securities, options, futures, currency and other derivatives transactions.

 

JHancock New Opportunities 1 (JISOX) Fund Strength What we like about JHancock New Opportunities 1 (JISOX) Fund

Data for JHancock New Opportunities 1 Fund (JISOX) as of May 30, 2016

  • JHancock New Opportunities 1 Fund (JISOX) management has been with JHancock New Opportunities 1 Fund for 3.4 years
  • JHancock New Opportunities 1 Fund (JISOX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.19, lower than category average of 14.58
  • JHancock New Opportunities 1 Fund (JISOX) has a lower expense ratio than its Small Blend average: 1.05% vs 1.22%

JHancock New Opportunities 1 Fund (JISOX) Weakness What we are cautious about JHancock New Opportunities 1 (JISOX) Fund

Data for JHancock New Opportunities 1 Fund (JISOX) as of May 30, 2016

  • JHancock New Opportunities 1 Fund (JISOX) has a less-than-ideal short-term performance (1-year return -5.26% vs -5.18% Small Blend category median performance)
  • JHancock New Opportunities 1 Fund (JISOX) has a less-than-ideal mid-term performance (3-year return 6.30% vs 6.96% Small Blend category median performance)
  • JHancock New Opportunities 1 Fund (JISOX) ratio of up-years vs down years can be improved
  • JHancock New Opportunities 1 Fund (JISOX) has a Morningstar rating of 3 and below
  • JHancock New Opportunities 1 Fund (JISOX) has an annual stock turnover rate of 78.00% that is higher than the Small Blend average of 52.13%. This could mean JHancock New Opportunities 1 is more nimble, but also signal potential high tax impact and high trading fees
  • Even though JHancock New Opportunities 1 Fund carries no load, it does have a 0.05% of 12b1 promotion, distributions, marketing expenses
  • Asset base in JHancock New Opportunities 1 Fund (JISOX) has increased significantly in the last 2 months. The fund manager may not be able to achieve the desired investment results with the large cash inflow
See JHancock New Opportunities 1 Fund (JISOX) performance details as of May 30, 2016

 

What do you think?

 

Compare JHancock New Opportunities 1 Fund (JISOX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JHancock New Opportunities 14.44-5.266.307.84
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare JHancock New Opportunities 1 Fund (JISOX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of JHancock New Opportunities 1 Fund (JISOX) Net Asset TrackingJHancock New Opportunities 1 (JISOX) Fund Net Asset

Track net asset change of JHancock New Opportunities 1 fund (JISOX)

DateNet Asset
05/2016$535.46M
03/2016$204.14M
02/2016$194.00M
More historic net asset information on JHancock New Opportunities 1 Fund (JISOX)

  

Graph of JHancock New Opportunities 1 Fund (JISOX) Portfolio TrackingJHancock New Opportunities 1 (JISOX) Fund Portfolio Allocation

Track portfolio allocation change of JHancock New Opportunities 1 fund (JISOX)

DateCashStockBondOther
04/20163.79%96.2%0%0.01%
01/20165.03%94.97%0%0%
12/20153.19%96.79%0%0.02%
Click here to see more historic asset allocation information on JHancock New Opportunities 1 Fund (JISOX)

 

graph of JHancock New Opportunities 1 Fund (JISOX) Top 10 Position TrackingTop 10 Holdings in JHancock New Opportunities 1 (JISOX) Fund

Discover what JHancock New Opportunities 1 Fund (JISOX) manager is buying

Apr 29, 2016
Triumph Group, Inc. Common Stoc [0.67%]
AECOM Common Stock [0.59%]
RPC, Inc. Common Stock [0.58%]
Waste Connections, Inc. Common [0.58%]
The Fresh Market, Inc. [0.58%]
Reliance Steel & Aluminum Co. C [0.57%]
DSW Inc. Common Stock [0.57%]
PrivateBancorp, Inc. [0.56%]
Grand Canyon Education, Inc. [0.55%]

Jan 30, 2016
Kulicke and Soffa Industries, I [0.64%]
RPC, Inc. Common Stock [0.6%]
AECOM Common Stock [0.6%]
PrivateBancorp, Inc. [0.57%]
Globus Medical, Inc. Class A Co [0.55%]
Waste Connections, Inc. Common [0.55%]
Reliance Steel & Aluminum Co. C [0.54%]
DSW Inc. Common Stock [0.53%]
Blackbaud, Inc. [0.53%]

Dec 30, 2015
Kulicke and Soffa Industries, I [0.68%]
AECOM Common Stock [0.59%]
PrivateBancorp, Inc. [0.58%]
Globus Medical, Inc. Class A Co [0.58%]
Triumph Group, Inc. Common Stoc [0.54%]
AAR Corp. Common Stock [0.53%]
Blackbaud, Inc. [0.53%]
Grand Canyon Education, Inc. [0.51%]
Investors Bancorp, Inc. [0.5%]
Click here for Stock Holding Change Map in JHancock New Opportunities 1 Fund (JISOX)

  

Latest News on JHancock New Opportunities 1 (JISOX) Fund

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JHancock New Opportunities 1 Fund (JISOX) Related ResourcesSee more information on JHancock New Opportunities 1 (JISOX) Fund

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