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JCSRX

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1m

Analysis and statistics

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About

JCSRX.US represents the John Hancock Disciplined Value Midcap Fund Class R6. This is a mutual fund managed by John Hancock Investment Management and seeks to provide long-term capital appreciation by investing primarily in mid-capitalization companies that are considered undervalued. The fund utilizes a disciplined, value-oriented investment approach to select securities.
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Factors

Economy: Economic growth typically boosts corporate earnings and investor confidence, leading to higher fund prices.

Interest Rates: Rising interest rates can make bonds more attractive, potentially decreasing demand for stocks and impacting fund prices.

Market Sentiment: Overall investor optimism or pessimism significantly influences buying and selling pressure, affecting fund values.

Fund Holdings: The performance of the underlying stocks and bonds held within JCSRX directly determines its price.

Management Skill: The fund manager's ability to select profitable investments plays a crucial role in the fund's success.

Expense Ratio: Higher expense ratios can reduce returns, potentially impacting the fund's price relative to its peers.

Fund Flows: Large inflows of money into the fund can drive up prices, while outflows can have the opposite effect.

Sector Performance: The performance of the specific sectors in which JCSRX invests influences its overall value.

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