John Hancock Blue Chip Growth—which is managed in parallel with T. Rowe Price Blue Chip Growth—earns Morningstar Medalist Ratings ranging from Silver to Neutral (depending on share-class fees) because of the strength of its vast team and a sensible framework guided by deep research.
JHancock Blue Chip Growth C JBGCX
- NAV / 1-Day Return 47.46 / +0.11 %
- Total Assets 4.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.880%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 14%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis JBGCX
Will JBGCX 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 63.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 14.31 | 548.6 Mil | Technology |
Apple Inc | 9.21 | 353.0 Mil | Technology |
Amazon.com Inc | 7.97 | 305.7 Mil | Consumer Cyclical |
NVIDIA Corp | 7.48 | 286.8 Mil | Technology |
Alphabet Inc Class C | 6.33 | 242.7 Mil | Communication Services |
Meta Platforms Inc Class A | 5.95 | 228.2 Mil | Communication Services |
Visa Inc Class A | 3.26 | 124.9 Mil | Financial Services |
Eli Lilly and Co | 3.15 | 120.7 Mil | Healthcare |
UnitedHealth Group Inc | 3.03 | 116.0 Mil | Healthcare |
Mastercard Inc Class A | 2.65 | 101.5 Mil | Financial Services |