Morningstar

John Hancock Disciplined Global Long/Short Fund Class C JAKTX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 18.37  /  0.00
  • Total Assets 1.5B
  • Adj. Expense Ratio
    2.620%
  • Expense Ratio 2.690%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Long-Short Equity
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.58%
  • Turnover 230%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis JAKTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

John Hancock Disciplined Global L/S C 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JAKTX

More JAKTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Government Instl

15.57 341M
Cash and Equivalents

Shell PLC ADR (Representing - Ordinary Shares)

1.68 37M
Energy

Galp Energia SGPS SA

1.63 36M
Energy

Teck Resources Ltd Class B (Sub Voting)

1.44 32M
Basic Materials

Alphabet Inc Class C

1.35 30M
Communication Services

Samsung Electronics Co Ltd

1.33 29M
Technology

Methanex Corp

1.23 27M
Basic Materials

Weir PLC

1.21 26M
Industrials

Medtronic PLC

1.15 25M
Healthcare

Naturgy Energy Group SA

1.12 25M
Utilities

Sponsor Center