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JHancock Natural Resources I (JNRIX) Fund Ranking and Research

Ranking, Research and Recommendation of JHancock Natural Resources I (JNRIX) Fund

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

 

Graph of JHancock Natural Resources I Fund (JNRIX) ManagerFund Manager - John "Jay" Saunders

Fund Manager Information

Fund Manager Tenure: 5.6 years
Similar Funds: JNRAX 
Fund Family: John Hancock
Fund Category: Natural Resources
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

 

Graph of JHancock Natural Resources I Fund (JNRIX) ProfileJHancock Natural Resources I Fund (JNRIX) Profile

Fund Profile and Description

JHancock Natural Resources I Fund seeks long-term total return. JHancock Natural Resources I Fund invests at least 80% of net assets in equity and equity-related securities of natural resource-related companies worldwide that are expected to benefit from rising demand for natural resources and natural resource-based products and services. It normal allocates assets as indicated: (1) Energy - 60%. (2) Metals and Mining - 30%. (3) Forest Products and (4) Other Natural Resources-Based Companies - 10%.

 

JHancock Natural Resources I (JNRIX) Fund Strength What we like about JHancock Natural Resources I (JNRIX) Fund

Data for JHancock Natural Resources I Fund (JNRIX) as of May 30, 2016

  • JHancock Natural Resources I Fund (JNRIX) management has been with JHancock Natural Resources I Fund for 5.6 years
  • Asset base in JHancock Natural Resources I Fund (JNRIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JHancock Natural Resources I Fund (JNRIX) has an annual stock turnover rate of 25.00% vs Natural Resources average of 73.81%. It is good that JHancock Natural Resources I management does not trade extensively for its return.
  • JHancock Natural Resources I Fund (JNRIX) has a lower expense ratio than its Natural Resources average: 1.38% vs 1.40%
  • JHancock Natural Resources I Fund (JNRIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

JHancock Natural Resources I Fund (JNRIX) Weakness What we are cautious about JHancock Natural Resources I (JNRIX) Fund

Data for JHancock Natural Resources I Fund (JNRIX) as of May 30, 2016

  • JHancock Natural Resources I Fund (JNRIX) has a less-than-ideal short-term performance (1-year return -17.82% vs -16.02% Natural Resources category median performance)
  • JHancock Natural Resources I Fund (JNRIX) has a less-than-ideal mid-term performance (3-year return -13.66% vs -7.51% Natural Resources category median performance)
  • JHancock Natural Resources I Fund (JNRIX) has a less-than-ideal Long-term performance (5-year return -12.81% vs -7.88% Natural Resources category median performance)
  • JHancock Natural Resources I Fund (JNRIX) ratio of up-years vs down years can be improved
  • JHancock Natural Resources I Fund (JNRIX) has a Morningstar rating of 3 and below
  • JHancock Natural Resources I Fund (JNRIX) does not have a good risk adjusted return as its 3-year Alpha of -19.28 is worse than category average of -9.92, and its 3-year Sharpe ratio is -0.49
  • JHancock Natural Resources I Fund (JNRIX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.1 that is higher than category average of 19.38
  • As a Natural Resources focused fund, JHancock Natural Resources I Fund (JNRIX) is less diversified and has inherited sector risks associated with the fund
See JHancock Natural Resources I Fund (JNRIX) performance details as of May 30, 2016

 

What do you think?

 

Compare JHancock Natural Resources I Fund (JNRIX)Compare with other top Natural Resources category mutual funds

Aadditional top Natural Resources mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JHancock Natural Resources I16.94-17.82-13.66-12.81
Dreyfus Natural Resources A (DNLAX)8.25-17.37-3.83-3.00Compare
Fidelity Select Chemicals Portfolio (FSCHX)7.92-1.888.369.76Compare
T. Rowe Price Real Assets (PRAFX)12.60-5.090.14-2.42Compare

See top fund managers for Natural Resources Category Funds

 

Compare JHancock Natural Resources I Fund (JNRIX)Compare with Natural Resources category ETFs

Some Natural Resources ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Materials AlphaDEX ETF (FXZ)000
Vanguard Materials ETF (VAW)000
SPDR S&P International Matls Sect ETF (IRV)000
Materials Select Sector SPDR ETF (XLB)000
PowerShares S&P SmallCap Materials ETF (PSCM)000

 

Graph of JHancock Natural Resources I Fund (JNRIX) Net Asset TrackingJHancock Natural Resources I (JNRIX) Fund Net Asset

Track net asset change of JHancock Natural Resources I fund (JNRIX)

DateNet Asset
05/2016$630.97M
03/2016$567.79M
02/2016$512.35M
More historic net asset information on JHancock Natural Resources I Fund (JNRIX)

  

Graph of JHancock Natural Resources I Fund (JNRIX) Portfolio TrackingJHancock Natural Resources I (JNRIX) Fund Portfolio Allocation

Track portfolio allocation change of JHancock Natural Resources I fund (JNRIX)

DateCashStockBondOther
04/20169.17%90.72%0%0.11%
02/201614.7%81.12%0%4.18%
12/201510.49%85.57%0%3.94%
Click here to see more historic asset allocation information on JHancock Natural Resources I Fund (JNRIX)

 

graph of JHancock Natural Resources I Fund (JNRIX) Top 10 Position TrackingTop 10 Holdings in JHancock Natural Resources I (JNRIX) Fund

Discover what JHancock Natural Resources I Fund (JNRIX) manager is buying

Apr 29, 2016
Concho Resources Inc. Common St [4.05%]
Schlumberger N.V. Common Stock [3.39%]
Halliburton Company Common Stoc [3.36%]
EOG Resources, Inc. Common Stoc [3.2%]
Noble Energy Inc. Common Stock [3.09%]
RANDGOLD RESOURCES LD ADS (EACH [2.89%]
SUNCOR ENERGY INC. [2.85%]
Phillips 66 Common Stock [2.76%]
Anadarko Petroleum Corporation [2.51%]
Occidental Petroleum Corporatio [2.48%]

Feb 28, 2016
Concho Resources Inc. Common St [3.76%]
Schlumberger N.V. Common Stock [3.42%]
Noble Energy Inc. Common Stock [3.02%]
RANDGOLD RESOURCES LD ADS (EACH [3.02%]
EOG Resources, Inc. Common Stoc [2.96%]
Halliburton Company Common Stoc [2.85%]
Cameron International Corporati [2.62%]
Phillips 66 Common Stock [2.62%]
SUNCOR ENERGY INC. [2.61%]
Occidental Petroleum Corporatio [2.59%]

Dec 30, 2015
Concho Resources Inc. Common St [3.82%]
Noble Energy Inc. Common Stock [3.39%]
Schlumberger N.V. Common Stock [3.34%]
EOG Resources, Inc. Common Stoc [3.26%]
Halliburton Company Common Stoc [2.93%]
Cameron International Corporati [2.83%]
SUNCOR ENERGY INC. [2.76%]
Marathon Petroleum Corporation [2.74%]
Anadarko Petroleum Corporation [2.74%]
Phillips 66 Common Stock [2.72%]
Click here for Stock Holding Change Map in JHancock Natural Resources I Fund (JNRIX)

  

Latest News on JHancock Natural Resources I (JNRIX) Fund

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