Capital Appreciation is trading at 4.80 as of the 23rd of July 2025; that is 0.63 percent up since the beginning of the trading day. The fund's open price was 4.77. Capital Appreciation has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests at least 65 percent of its total assets in equity and equity-related securities of companies, at the time of investment, that exceed 1 billion in market capitalization and that the manager believes have above average growth prospects. More on Capital Appreciation Fund
Capital Appreciation Fund [JHCPX] is traded in USA and was established 23rd of July 2025. Capital Appreciation is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Growth category and is part of John Hancock family. This fund currently has accumulated 1.96 B in assets under management (AUM) with no minimum investment requirementsCapital Appreciation is currently producing year-to-date (YTD) return of 8.6%, while the total return for the last 3 years was 26.67%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Capital Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Capital Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Capital Appreciation Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Capital Appreciation Fund Mutual Fund Constituents
Other Information on Investing in Capital Mutual Fund
Capital Appreciation financial ratios help investors to determine whether Capital Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Capital with respect to the benefits of owning Capital Appreciation security.