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Morningstar

JHancock Global Equity I JGEFX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 12.91  /  +0.94 %
  • Total Assets 589.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.18%
  • Turnover 48%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis JGEFX

Will JGEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JGEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JGEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JGEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin JHancock Global Equity I's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JGEFX

More JGEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.65 33.8 Mil
Technology

Sumitomo Mitsui Financial Group Inc

4.13 24.7 Mil
Financial Services

Samsung Electronics Co Ltd Participating Preferred

3.56 21.3 Mil
Technology

CRH PLC

3.35 20.0 Mil
Basic Materials

Alphabet Inc Class A

3.16 18.9 Mil
Communication Services

Compagnie de Saint-Gobain SA

3.07 18.4 Mil
Industrials

ConocoPhillips

2.97 17.8 Mil
Energy

Apple Inc

2.95 17.6 Mil
Technology

Philip Morris International Inc

2.74 16.4 Mil
Consumer Defensive

ING Groep NV

2.68 16.0 Mil
Financial Services