Although we have confidence in the team after several changes took place, we take a conservative stance on the strategy’s process as its stringent ecology focus means that large parts of the global equity market are excluded, which may put it at a disadvantage compared to the category peers and benchmark. We initiate coverage on this fund with Morningstar Medalist Ratings ranging from Neutral to Bronze, depending on fees.
JHancock Global Environmental Opps I JABVX
- NAV / 1-Day Return 10.47 / +0.10 %
- Total Assets 60.8 Mil
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.960%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.11%
- Turnover 40%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 1:01 AM GMT+0
Morningstar’s Analysis JABVX
Will JABVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Republic Services Inc | 4.47 | 3.1 Mil | Industrials |
Synopsys Inc | 4.28 | 3.0 Mil | Technology |
Waste Connections Inc | 4.05 | 2.8 Mil | Industrials |
Eaton Corp PLC | 4.02 | 2.8 Mil | Industrials |
Xylem Inc | 3.76 | 2.6 Mil | Industrials |
Waste Management Inc | 3.60 | 2.5 Mil | Industrials |
PTC Inc | 3.52 | 2.4 Mil | Technology |
Agilent Technologies Inc | 3.51 | 2.4 Mil | Healthcare |
Schneider Electric SE | 3.42 | 2.4 Mil | Industrials |
Equinix Inc | 3.39 | 2.3 Mil | Real Estate |