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Morningstar

JHancock New Opportunities 1 JISOX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 25.42  /  −0.16 %
  • Total Assets 290.7 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 24%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis JISOX

Will JISOX 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 JISOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JISOX 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 JISOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

JHancock New Opportunities 1's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JISOX

More JISOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CyberArk Software Ltd

2.77 8.5 Mil
Technology

SPX Technologies Inc

2.72 8.3 Mil
Industrials

TopBuild Corp

2.40 7.4 Mil
Industrials

Novanta Inc

2.34 7.2 Mil
Technology

Atkore Inc

2.33 7.1 Mil
Industrials

Grand Canyon Education Inc

2.20 6.7 Mil
Consumer Defensive

SiteOne Landscape Supply Inc

2.13 6.5 Mil
Industrials

Permian Resources Corp Class A

2.12 6.5 Mil
Energy

AppFolio Inc Class A

2.01 6.2 Mil
Technology

State Street Instl Treasury MMkt Instl

1.89 5.8 Mil
Cash and Equivalents