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JCAVX JHFunds2 Capital Appreciation Value NAV

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Fund JCAVX JHFunds2 Capital Appreciation Value NAV
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Annual Fees
(0.86% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 13.04%
3 YR 10.67%
5 YR 14.50%
10 YR --
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of established U.S. companies that have above-average potential for capital growth. Common stocks typically constitute at least 50% of the fund's total assets. The remaining assets are generally invested in other securities, including convertible securities, corporate and government debt, bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders), foreign securities, futures and options. It may invest up to 20% of its total assets in foreign securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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