JTAIX Mutual Fund Buy Hold or Sell Recommendation

JTAIX -  USA Fund  

USD 18.82  0.45  2.45%

Assuming the 90 days horizon and your below-average risk tolerance, our recommendation regarding John Hancock Funds is 'Hold'. Macroaxis provides John Hancock buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JTAIX positions. The advice algorithm takes into account all of John Hancock's available fundamental, technical, and predictive indicators you will find on this site.

JTAIX Advice 

 
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The advice is provided from John Hancock's buy-and-hold perspective. Please see John Hancock Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as JTAIX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards John Hancock Funds.

Execute John Hancock Buy or Sell Advice

The JTAIX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on John Hancock Funds. Macroaxis does not own or have any residual interests in John Hancock Funds or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute John Hancock's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell John HancockBuy John Hancock
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon John Hancock Funds has a Risk Adjusted Performance of 0.0898, Jensen Alpha of 0.0286, Total Risk Alpha of 0.0265, Sortino Ratio of 0.0119 and Treynor Ratio of 0.0838
Our advice tool can cross-verify current analyst consensus on John Hancock and to analyze the fund potential to grow in the current economic cycle. Please utilize John Hancock Funds three year return and cash position weight to make buy, hold, or sell decision on John Hancock.

John Hancock Trading Alerts and Improvement Suggestions

John Hancock Funds is unlikely to experience financial distress in the next 2 years
The fund retains 93.65% of its assets under management (AUM) in equities

John Hancock Returns Distribution Density

The distribution of John Hancock's historical returns is an attempt to chart the future uncertainty of John Hancock's future price movements. The chart of the probability distribution of John Hancock stock daily returns describes the distribution of returns around its average expected value. We use John Hancock Funds price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of John Hancock returns is essential to provide solid investment advice for John Hancock stock.
Mean Return0.08Value At Risk-1.98
Potential Upside1.82Standard Deviation1.49
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of John Hancock historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

John Hancock Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to John Hancock or John Hancock sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that John Hancock stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a JTAIX stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.028577
β
Beta against DOW0.83
σ
Overall volatility
1.51
Ir
Information ratio 0.0137

John Hancock Volatility Alert

John Hancock Funds has relatively low volatility with skewness of -1.27 and kurtosis of 14.87. However, we advise all investors to independently investigate John Hancock Funds to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure John Hancock's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact John Hancock's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

John Hancock Implied Volatility

John Hancock's implied volatility exposes the market's sentiment of John Hancock Funds stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if John Hancock's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that John Hancock stock will not fluctuate a lot when John Hancock's options are near their expiration.

John Hancock Fundamentals Vs Peers

Comparing John Hancock's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze John Hancock's direct or indirect competition across all of the common fundamentals between John Hancock and the related equities. This way, we can detect undervalued stocks with similar characteristics as John Hancock or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of John Hancock's fundamental indicators could also be used in its relative valuation, which is a method of valuing John Hancock by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare John Hancock to competition
FundamentalsJohn HancockPeer Average
One Year Return5.05 %4.15 %
Three Year Return4.80 %3.60 %
Five Year Return4.98 %3.24 %
Ten Year Return8.78 %1.79 %
Net Asset4.14 B4.11 B
Minimum Initial Investment250 K976.16 K
Last Dividend Paid0.140.65
Cash Position Weight3.15 %10.61 %
Equity Positions Weight93.65 %63.90 %
Bond Positions Weight2.96 %11.24 %

About John Hancock Buy or Sell Advice

When is the right time to buy or sell John Hancock Funds? Buying financial instruments such as JTAIX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although John Hancock investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having John Hancock in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Construction Thematic Idea Now

Construction
Construction Theme
Fama and French focuses on testing asset pricing under different economic assumptions. Construction theme has 61 constituents.
View All  Next Launch Construction
Please see John Hancock Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the John Hancock Funds information on this page should be used as a complementary analysis to other John Hancock's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

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Please note, there is a significant difference between John Hancock's value and its price as these two are different measures arrived at by different means. Investors typically determine John Hancock value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, John Hancock's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.