Intro Guide to the JHancock Large Cap Equity A Fund (TAGRX)
JHancock Large Cap Equity A (TAGRX) a Zacks Ranked #2 (Buy) was incepted in October 1949 and is managed by John Hancock Advisers, LLC. TAGRX seeks long-term capital appreciation. TAGRX invests a lion’s share of its assets in equity securities of large capitalization companies. TAGRX may invest a maximum of 20% of its assets in bonds of any maturity, with not more than 15% of net assets in junk bonds rated as low as CC/Ca and their unrated equivalents. TAGRX may invest up to 25% of its assets in foreign securities.
This Large Growth fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Foreign Stock. Further, as of the last filing, Amazon.com Inc, Apple Inc and JPMorgan Chase & Co were the top holdings for TAGRX.
The JHancock Large Cap Equity A, managed by John Hancock , carries an expense ratio of 1.03. Moreover, TAGRX requires a minimal initial investment of $1,000.
TAGRX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 13.76%, 3 year 18.47% and 5 year 14.21%. To see how this fund performed compared in its category, please click here.
TAGRX’s performance, as of the last filing, when compared to funds in its category was in the top 27% in 1 year, top 33% over the past 3 years, and in the 63% over the past 5 years.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report >>
View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (TAGRX): Fund Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
