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:Dean L. Boebinger


 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 | JLVIX Insights | JLVIX Score | JLVIX Performance | JLVIX Manager | JLVIX News | JLVIX Allocation | JLVIX Holdings Change

Mutual Fund Insights: JHancock Large Cap Equity I Fund (JLVIX)

In-depth Analysis of JHancock Large Cap Equity I Fund (JLVIX)

Mutual fund chart: JHancock Large Cap Equity I Fund (JLVIX)

3 months
6 months
1 year
3 year
5 year

See JHancock Large Cap Equity I Fund (JLVIX) performance details as of January 31, 2010

  

    Last Trade: $24.47 on 3/19/2010, Change: -0.17 (-0.69%)
Experiment our closing price forecasting tool for JHancock Large Cap Equity I Fund (JLVIX) (alpha release)

  

Fund Manager - Roger C. Hamilton

Fund Manager Tenure: 5.2 years
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Hamilton is senior vice president for MFC Global Investment Management (U.S.), LLC since 2005. Two years prior to that, he was vice president for MFC Global Investment Management (U.S.), LLC. He was vice president and portfolio manager from 2003 to 2005 and analyst from 1994 to 2003 for John Hancock Advisers, LLC. Hamilton began business career in 1979.  Get more insights on Roger C. Hamilton

  

What we like about JHancock Large Cap Equity I Fund (JLVIX) What we like about JHancock Large Cap Equity I Fund (JLVIX)

Data for JHancock Large Cap Equity I Fund (JLVIX) as of January 31, 2010

  • JHancock Large Cap Equity I Fund (JLVIX) management has been with JHancock Large Cap Equity I Fund for 5.2 years
  • JHancock Large Cap Equity I Fund (JLVIX) has good short-term performance (1-year return 36.95% vs 35.76% Large Growth category average)
  • JHancock Large Cap Equity I Fund (JLVIX) has good mid-term performance (3-year return 2.77% vs -5.20% Large Growth category average)
  • JHancock Large Cap Equity I Fund (JLVIX) has good Long-term performance (5-year return 9.97% vs 0.87% Large Growth category average)
  • JHancock Large Cap Equity I Fund (JLVIX) ratio of up-years vs down years is greater than 2
  • JHancock Large Cap Equity I Fund (JLVIX) has a Morningstar rating of 4 and above
  • JHancock Large Cap Equity I Fund (JLVIX) has a lower management fee than its Large Growth average: 0.74% vs 1.33%
  • JHancock Large Cap Equity I Fund (JLVIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about JHancock Large Cap Equity I Fund (JLVIX) What we are cautious about JHancock Large Cap Equity I Fund (JLVIX)

Data for JHancock Large Cap Equity I Fund (JLVIX) as of January 31, 2010

  • JHancock Large Cap Equity I Fund is a focused fund with 32.08% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • JHancock Large Cap Equity I Fund (JLVIX) has an annual stock turnover rate of 120.00% that is higher than the Large Growth average of 109.93%. This could mean JHancock Large Cap Equity I is more nimble, but also signal potential high tax impact and high trading fees
  • JHancock Large Cap Equity I Fund (JLVIX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.7 that is higher than category average of 21.28
See JHancock Large Cap Equity I Fund (JLVIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Growth category?

Below are some additional Large Growth mutual funds generated out of our database

  

JHancock Large Cap Equity I Fund (JLVIX) Net Asset

Track net asset change of JHancock Large Cap Equity I fund (JLVIX)

DateNet Asset
01/2010$211.37M
11/2009$207.54M
10/2009$195.09M
More historic net asset information on JHancock Large Cap Equity I Fund (JLVIX)

  

JHancock Large Cap Equity I Fund (JLVIX) Portfolio Allocation

Track portfolio allocation change of JHancock Large Cap Equity I fund (JLVIX)

DateCashStockBondOther
11/20090%98.93%0.91%0.15%
09/20091.81%97.49%0.44%0.26%
08/20090.02%97.19%2.65%0.13%
Click here to see more historic asset allocation information on JHancock Large Cap Equity I Fund (JLVIX)

  

Most Recent Top 10 Holdings in JHancock Large Cap Equity I Fund (JLVIX)

Discover what JHancock Large Cap Equity I Fund (JLVIX) manager is buying

30-Nov-09
Microsoft Corporation [4.12%]
SUNCOR ENERGY INC [3.97%]
BARRICK GOLD CP [3.77%]
Dell Inc. [3.65%]
The Charles Schwab Corporation [3.4%]
PFIZER INC [3.04%]
WALGREEN CO [2.67%]
Fiserv, Inc. [2.52%]
REPUBLIC SVCS INC [2.48%]
MCKESSON CORP [2.46%]

30-Sep-09
Microsoft Corporation [4.09%]
SUNCOR ENERGY INC [3.92%]
BARRICK GOLD CP [3.66%]
The Charles Schwab Corporation [3.26%]
Dell Inc. [3.26%]
PFIZER INC [2.87%]
Fiserv, Inc. [2.87%]
WALGREEN CO [2.67%]
SOUTHWESTERN ENERGY [2.62%]
MCKESSON CORP [2.55%]

31-Aug-09
Microsoft Corporation [4.13%]
SUNCOR ENERGY INC [3.69%]
Dell Inc. [3.59%]
The Charles Schwab Corporation [3.26%]
BARRICK GOLD CP [3.1%]
PFIZER INC [3.08%]
Fiserv, Inc. [3.05%]
MCKESSON CORP [2.65%]
WALGREEN CO [2.56%]
ECOLAB INC [2.49%]
Click here for Stock Holding Change Map in JHancock Large Cap Equity I Fund (JLVIX)

  

Related books and products to JHancock Large Cap Equity I Fund (JLVIX)

  

Latest News on JHancock Large Cap Equity I (JLVIX)

See what is happening with JHancock Large Cap Equity I Fund (JLVIX)

 

Books and Resources

 

 

See more information on JHancock Large Cap Equity I Fund (JLVIX)