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JSHAX

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Analysis and statistics

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About

JSHAX.US represents John Hancock Disciplined Value Mid Cap Fund Class A. This is a mutual fund offered by John Hancock Investment Management that primarily invests in mid-capitalization companies deemed undervalued by the fund's investment team. The fund's objective is to provide long-term capital appreciation by using a disciplined, value-oriented investment approach. It typically focuses on companies with market capitalizations similar to those included in the Russell Midcap Value Index and employs quantitative and fundamental analysis to select investments.
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Factors

Market Interest Rates: Higher rates generally decrease bond prices, as newly issued bonds offer more attractive yields, making existing bonds less desirable.

Credit Quality: A downgrade in the credit rating of bonds held by JSHAX.US can lower its price, reflecting increased risk of default.

Economic Conditions: Economic slowdowns or recessions may negatively affect bond values due to increased default risk and decreased demand.

Inflation Expectations: Rising inflation erodes the real value of fixed-income investments, leading to lower bond prices and fund values.

Fund Management: The fund manager's investment decisions and strategies influence the fund's performance and thus its price.

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