Although we have confidence in the team after several changes took place, we take a conservative stance on the strategy’s process as its stringent ecology focus means that large parts of the global equity market are excluded, which may put it at a disadvantage compared to the category peers and benchmark. We initiate coverage on this fund with Morningstar Medalist Ratings ranging from Neutral to Bronze, depending on fees.
JHancock Global Environmental Opps R6 JACDX
- NAV / 1-Day Return 10.80 / +0.56 %
- Total Assets 62.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.21%
- Turnover 40%
USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:31 AM GMT+0
Morningstar’s Analysis JACDX
Will JACDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Republic Services Inc | 4.40 | 2.7 Mil | Industrials |
Synopsys Inc | 4.21 | 2.6 Mil | Technology |
Waste Connections Inc | 4.13 | 2.6 Mil | Industrials |
Xylem Inc | 3.78 | 2.3 Mil | Industrials |
Eaton Corp PLC | 3.76 | 2.3 Mil | Industrials |
Waste Management Inc | 3.69 | 2.3 Mil | Industrials |
Agilent Technologies Inc | 3.67 | 2.3 Mil | Healthcare |
PTC Inc | 3.59 | 2.2 Mil | Technology |
Schneider Electric SE | 3.36 | 2.1 Mil | Industrials |
Applied Materials Inc | 3.35 | 2.1 Mil | Technology |