About TAGRX
The John Hancock Fundamental Large Cap Core Fund Class A is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of large-capitalization companies. The fund’s investment strategy mandates that at least 80% of its net assets are allocated to U.S. large-cap stocks, generally defined as companies with market capitalizations consistent with those found in the S&P 500 Index. Its portfolio is diversified across various sectors, with notable allocations to technology, consumer cyclical, financial services, and energy. As of recent data, top holdings include Amazon.com, Apple, Alphabet, Cheniere Energy, and Microsoft, reflecting its emphasis on established industry leaders. The fund is managed by a stable team, with no manager changes in the last nine years, and features a turnover rate of approximately 19%, suggesting a relatively long-term, buy-and-hold approach. Designed for investors seeking broad exposure to high-quality U.S. equities, the fund’s performance often tracks closely to that of the S&P 500, offering a core holding for diversified equity portfolios.
Fund Family John Hancock
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol TAGRX
Share Class Class A
Index S&P 500 TR
TAGRX had a total return of 3.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.62%.
