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JHancock Global Equity R6 JGEMX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 13.33  /  +0.45 %
  • Total Assets 605.5 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.32%
  • Turnover 48%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis JGEMX

Will JGEMX outperform in future?

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

We see strength in this team’s quality value lens but are observant of the execution to ascertain a distinctive edge.

Analyst Harsh Jain

Harsh Jain

Analyst

Summary

An experienced and stable lead manager at the helm, with a reasonably good track record considering his style, along with an experienced team provide strength to the strategy. There is a clear investment philosophy and some positives associated with the process here, but a distinctive process edge is difficult to establish. Our conviction is thus best reflected in an Above Average People Pillar and an Average Process Pillar.

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Portfolio Holdings JGEMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.39 32.8 Mil
Technology

Sumitomo Mitsui Financial Group Inc

3.98 24.2 Mil
Financial Services

Samsung Electronics Co Ltd Participating Preferred

3.65 22.2 Mil
Technology

Alphabet Inc Class A

3.38 20.6 Mil
Communication Services

ConocoPhillips

3.30 20.1 Mil
Energy

ING Groep NV

3.15 19.2 Mil
Financial Services

CRH PLC

3.12 18.9 Mil
Basic Materials

Compagnie de Saint-Gobain SA

3.04 18.5 Mil
Industrials

Apple Inc

2.75 16.7 Mil
Technology

Philip Morris International Inc

2.75 16.7 Mil
Consumer Defensive