Skip to Content
Morningstar

JHFunds2 Capital Appreciation Value NAV JCAVX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See John Hancock Investment Hub

Morningstar’s Analysis JCAVX

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

  • People Pillar

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

A strong management team and sound investment process underpin JHFunds2 Capital Appreciation Value NAV's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor