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JDHCX

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1m

Analysis and statistics

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About

JDHCX.US represents the John Hancock Disciplined Value Fund Class A. This is a mutual fund that aims to provide long-term capital growth by investing primarily in common stocks of companies the fund's managers believe are undervalued. The fund employs a disciplined, value-oriented investment approach, seeking companies with sound fundamentals trading at prices below their intrinsic value.
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Factors

Market interest rates: Higher rates typically decrease bond prices, including JDHCX.US, as newer bonds offer more attractive yields.

Credit quality of holdings: Downgrades to the credit ratings of bonds within the fund's portfolio can negatively impact the fund's value.

Duration: Longer duration funds, like JDHCX.US, are more sensitive to interest rate changes.

Fund management expertise: The skill of the fund managers in selecting and managing bond holdings affects performance.

Inflation expectations: Rising inflation expectations often lead to higher interest rates and lower bond prices.

Supply and demand: Increased selling pressure on the fund relative to buying interest can drive down its price.

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