JDIVX Fundamentals

JDIVX -  USA Fund  

USD 14.69  0.02  0.14%

John Hancock Disciplined fundamentals help investors to digest information that contributes to John Hancock's financial success or failures. It also enables traders to predict the movement of JDIVX Mutual Fund. This fundamental analysis module provides a way for investors to measures John Hancock's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to John Hancock mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

JDIVX Fundamentals 

 
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JDIVX One Year Return Analysis

John Hancock's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current John Hancock One Year Return

    
  (7.05) %  
Most of John Hancock's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, John Hancock Disciplined is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

John Hancock One Year Return Component Assessment

Based on the recorded statements, John Hancock Disciplined has an One Year Return of -7.05%. This is 143.95% lower than that of the John Hancock family and significantly lower than that of the Foreign Large Value category. The one year return for all United States funds is notably higher than that of the company.

John Hancock Disciplined Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining John Hancock's current stock value. Our valuation model uses many indicators to compare John Hancock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across John Hancock competition to find correlations between indicators driving John Hancock's intrinsic value. More Info.
John Hancock Disciplined is rated second overall fund in one year return among similar funds. It is currently considered the top fund in cash position weight among similar funds .

JDIVX Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses John Hancock's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of John Hancock could also be used in its relative valuation, which is a method of valuing John Hancock by comparing valuation metrics of similar companies.
John Hancock is currently under evaluation in net asset among similar funds.

Fund Asset Allocation for John Hancock

The fund consists of 94.66% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

JDIVX Fundamentals

About John Hancock Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze John Hancock Disciplined's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of John Hancock using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of John Hancock Disciplined based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund normally invests at least 80 percent of its net assets in a portfolio of equity and equity-related securities issued by non-U.S. companies of any capitalization size. John Hancock is traded on NASDAQ Exchange in the United States.

John Hancock Investors Sentiment

The influence of John Hancock's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in JDIVX. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Current Sentiment - JDIVX

John Hancock Disciplined Investor Sentiment

Macroaxis portfolio users are indifferent in their judgment towards investing in John Hancock Disciplined. What is your judgment towards investing in John Hancock Disciplined? Are you bullish or bearish?
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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as John Hancock Disciplined using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please see John Hancock Piotroski F Score and John Hancock Altman Z Score analysis. Note that the John Hancock Disciplined 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 Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

Complementary Tools for JDIVX Mutual Fund analysis

When running John Hancock Disciplined price analysis, check to measure John Hancock's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy John Hancock is operating at the current time. Most of John Hancock's value examination focuses on studying past and present price action to predict the probability of John Hancock's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move John Hancock's price. Additionally, you may evaluate how the addition of John Hancock to your portfolios can decrease your overall portfolio volatility.
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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.