Morningstar

John Hancock Classic Value Fund Class A PZFVX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $22.83  /  −0.35 %
  • Fund Size $543.5M
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio 1.140%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.70%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis PZFVX

Will PZFVX outperform in the 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 PZFVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JHancock Classic Value A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PZFVX

More PZFVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Baxter International Inc

5.70 31M
Healthcare

Humana Inc

5.33 29M
Healthcare

CVS Health Corp

4.02 22M
Healthcare

Global Payments Inc

3.75 21M
Industrials

Corebridge Financial Inc

3.69 20M
Financial Services

Dollar General Corp

3.69 20M
Consumer Defensive

Cognizant Technology Solutions Corp Class A

3.67 20M
Technology

MetLife Inc

3.66 20M
Financial Services

Fresenius Medical Care AG ADR

3.60 20M
Healthcare

Skyworks Solutions Inc

3.50 19M
Technology

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