Morningstar

John Hancock Disciplined Global Long/Short Fund Class I JAKUX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return$18.86  /  −0.53%
  • Fund Size$1.5B
  • Adjusted Expense Ratio1.620%
  • Net Expense Ratio1.680%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryLong-Short Equity
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$250,000
  • Investment StatusOpen
  • TTM Yield1.35%
  • Turnover Ratio230%
NAV and 1-Day Return as of

Morningstar’s Analysis JAKUX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JHancock Disciplined Global L/S I 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 JAKUX

More JAKUX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings12.8
Top 10 Holdings
% Portfolio Weight
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