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JELBX

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1m

Analysis and statistics

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About

JELBX.US represents the John Hancock Disciplined Value Mid Cap Fund Class A. This is a mutual fund that primarily invests in mid-capitalization companies (those generally with market caps between $2 billion and $10 billion) that are deemed undervalued. The fund's investment strategy involves a disciplined, quantitative approach to stock selection, focusing on factors like price-to-earnings ratios, price-to-book ratios, and other valuation metrics to identify companies that may be trading below their intrinsic value. The fund aims to provide long-term capital appreciation.
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Factors

Economy: Economic growth or recession impacts corporate earnings and investor sentiment, influencing the fund's holdings.

Interest Rates: Rising rates can decrease bond values (fixed-income portion), while falling rates can increase them.

Inflation: High inflation erodes purchasing power, potentially decreasing the real value of investments in the fund.

Market Sentiment: Overall investor optimism or pessimism can drive buying or selling pressure, affecting fund price.

Fund Manager Decisions: The fund manager's stock and bond selections and trading strategies significantly impact returns.

Geopolitical Events: Global events, such as political instability or trade wars, can create market volatility affecting fund assets.

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