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John Hancock Fundamental Large Cap Core Fund Class R3 (JLCHX)

56.35
+0.44
+(0.79%)
At close: December 17 at 8:00:28 PM EST

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. It may invest up to 20% of its assets in bonds of any maturity, including up to 15% of net assets in below investment grade bonds (i.e., junk bonds) rated as low as CC by Standard & Poor's Ratings Services or Ca by Moody's Investors' Service, Inc. and their unrated equivalents. The fund may invest up to 35% of its assets in foreign securities and may trade securities actively.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.66%
Worst 1Y Total Return -14.10%
Number of Years Up 8
Number of Years Down 2

Performance & Risk

YTD Return 13.23%
5y Average Return 8.86%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
JLCHXCategory AverageJLCHXCategory AverageJLCHXCategory Average
Alpha -5.42 -0.01 -4.83 -0.01 -4.64 -0.01
BETA 1.23 0.01 1.24 0.01 1.22 0.01
Mean Annual Return 0.87 0.01 1.06 0.01 1 0.01
R-squared 95.77 0.94 94.42 0.95 93.88 0.95
Standard Deviation 22.34 0.17 18.97 0.19 16.61 0.15
Sharpe Ratio 0.4 0 0.61 0.01 0.69 0.01
Treynor Ratio 5.44 0.03 8.35 0.1 8.7 0.1

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