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JRLIX

$--
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1d
1w
1m

Analysis and statistics

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About

JRLIX.US represents the John Hancock Disciplined Value Fund Class I. This fund is a mutual fund seeking long-term capital growth by investing primarily in a diversified portfolio of common stocks of established companies. The fund uses a disciplined, value-oriented approach, seeking stocks that appear undervalued by various fundamental measures. The investment advisor is John Hancock Investment Management.
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Factors

Expense Ratio: Higher expense ratios detract from returns.

Fund Performance: Stronger historical performance attracts investors, increasing demand and price.

Market Conditions: Broad market uptrends generally lift fund prices; downturns depress them.

Interest Rates: Rising interest rates can negatively impact bond prices, affecting JRLIX if it holds bonds.

Credit Risk: Changes in the perceived creditworthiness of the fund's bond holdings affect the fund's value.

Inflation: Unexpected inflation can erode bond values, impacting fund price.

Fund Manager Expertise: Skilled managers can generate better returns.

Asset Allocation: The fund's mix of asset types impacts its risk and return profile.

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