Fundamental Large Cap Fund Quote
| TAGRX Fund | USD 68.51 0.34 0.50% |
PerformanceSolid
| Odds Of DistressLow
|
Fundamental Large is trading at 68.51 as of the 19th of July 2025; that is 0.50% up since the beginning of the trading day. The fund's open price was 68.17. Fundamental Large has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It may invest up to 35 percent of its assets in foreign securities and may trade securities actively. The fund may invest up to 20 percent of its assets in bonds of any maturity, including up to 15 percent of net assets in below investment grade bonds rated as low as CC by SP Global Ratings or Ca by Moodys Investors Service, Inc. More on Fundamental Large Cap
Moving together with Fundamental Mutual Fund
Fundamental Mutual Fund Highlights
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | John Hancock Funds, Large Value Funds, Large Blend Funds, Large Value Funds, Large Blend, John Hancock, Large Growth, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Fundamental Large Cap [TAGRX] is traded in USA and was established 19th of July 2025. Fundamental Large is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Blend category and is part of John Hancock family. The entity is thematically classified as Large Value Funds. This fund at this time has accumulated 5.12 B in assets with no minimum investment requirementsFundamental Large Cap is currently producing year-to-date (YTD) return of 2.39% with the current yeild of 0.0%, while the total return for the last 3 years was 16.09%.
Check Fundamental Large Probability Of Bankruptcy
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 Fundamental 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 Fundamental 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 Fundamental Large Cap 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 Fundamental Large Cap Mutual Fund Constituents
| V | Visa Class A | Stock | Financials | |
| GE | GE Aerospace | Stock | Industrials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| NVR | NVR Inc | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WDAY | Workday | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PII | Polaris Industries | Stock | Consumer Discretionary |
Fundamental Large Cap Risk Profiles
| Mean Deviation | 0.6485 | |||
| Semi Deviation | 0.5379 | |||
| Standard Deviation | 0.9692 | |||
| Variance | 0.9394 |
Fundamental Large Against Markets
Other Information on Investing in Fundamental Mutual Fund
Fundamental Large financial ratios help investors to determine whether Fundamental 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 Fundamental with respect to the benefits of owning Fundamental Large security.
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