JAKUX – John Hancock Disciplined Global L/S I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of equity and equity-related securities. It generally invests in the equity securities of issuers the manager believes are undervalued. The manager expects to maintain long and short positions so that the fund’s portfolio is approximately between 30% and 70% net long. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JAKWX	John Hancock Disciplined Global Long/Short Fund Class NAV	No Load	Open			Apr 7, 2025	$116.92M	1.510%	Above Average	$0	$7.12M
JAKUX	John Hancock Disciplined Global Long/Short Fund Class I	Institutional	Open			Dec 31, 2013	$877.67M	1.620%	Above Average	$250,000	$602.25M
JAKRX	John Hancock Disciplined Global Long/Short Fund Class A	Front Load	Open			Apr 14, 2014	$52.44M	1.870%	Above Average	$2,500	$16.08M
JAKTX	John Hancock Disciplined Global Long/Short Fund Class C	Level Load	Open			Oct 21, 2024	$3.48M	2.620%	High	$1,000	$2.10M
JAKVX	John Hancock Disciplined Global Long/Short Fund Class R6	Retirement, Large	Open			Oct 21, 2024	$429.03M	1.520%	High	$1M	$394.49M

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