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Morningstar

John Hancock Mutual Funds

View all of John Hancock’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

John Hancock Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 24 of 24 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
JHFunds2 Capital Appreciation Value NAVJCAVXModerate Allocation3.38%290.870%Above AverageNo Load—
JHFunds2 Mid Value NAVJMVNXMid-Cap Value6.74%60.950%AverageNo Load—
JHancock Balanced ISVBIXModerate Allocation3.61%70.740%AverageInstitutional$250,000
JHancock Balanced R5JBAVXModerate Allocation4.68%70.680%Above AverageRetirement, Large—
JHancock Balanced R6JBAWXModerate Allocation4.71%80.630%AverageRetirement, Large$1.0 Mil
JHancock CA Municipal Bond IJCAFXMuni California Long—−0.87%500.580%Above AverageInstitutional$250,000
JHancock CA Municipal Bond R6JCSRXMuni California Long—−0.96%590.560%Above AverageRetirement, Large$1.0 Mil
JHancock Disciplined Value Intl IJDVIXForeign Large Value5.02%190.880%Above AverageInstitutional$250,000
JHancock Disciplined Value Intl NAVJDIVXForeign Large Value5.02%190.760%Below AverageNo Load—
JHancock Disciplined Value Mid Cap IJVMIXMid-Cap Value4.24%420.860%AverageInstitutional$250,000
JHancock Disciplined Value Mid Cap R4JVMTXMid-Cap Value4.13%411.000%LowRetirement, Medium—
JHancock Disciplined Value Mid Cap R6JVMRXMid-Cap Value4.28%370.750%Below AverageRetirement, Large$1.0 Mil
JHancock Diversified Macro IJDJIXMacro Trading14.58%31.390%Above AverageInstitutional$250,000
JHancock Diversified Macro R6JDJRXMacro Trading14.80%21.280%HighRetirement, Large$1.0 Mil
JHancock ESG Core Bond R6JBORXIntermediate Core Bond−1.18%40.460%Above AverageRetirement, Large$1.0 Mil
JHancock Global Equity R4JGETXGlobal Large-Stock Value6.31%91.140%Below AverageRetirement, Medium—
JHancock Global Equity R6JGEMXGlobal Large-Stock Value7.15%90.890%Above AverageRetirement, Large$1.0 Mil
JHancock Municipal Opportunities ATAMBXMuni National Interm—−0.40%290.730%AverageFront Load$1,000
JHancock Municipal Opportunities IJTBDXMuni National Interm—−0.35%210.580%Above AverageInstitutional$250,000
JHancock Municipal Opportunities R6JTMRXMuni National Interm—−0.34%210.560%HighRetirement, Large$1.0 Mil
JHancock Opportunistic Fixed Inc 1JIGDXGlobal Bond−3.19%370.860%Above AverageNo Load—
JHancock Opportunistic Fixed Inc AJABWXGlobal Bond−3.27%401.180%HighFront Load$1,000
JHancock Opportunistic Fixed Inc IJABTXGlobal Bond−3.21%380.930%HighInstitutional$250,000
JHancock Opportunistic Fixed Inc R6JABUXGlobal Bond−3.18%370.820%HighRetirement, Large$1.0 Mil

John Hancock Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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