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Morningstar

JHancock Small Cap Core I JCCIX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 15.54  /  +0.13 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.13%
  • Turnover 56%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis JCCIX

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

  • People Pillar

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

A strong management team and sound investment process underpin JHancock Small Cap Core I's Morningstar Medalist Rating of Silver.

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

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Portfolio Holdings JCCIX

More JCCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

2.49 49.3 Mil
Industrials

Jh Ctf

2.29 45.4 Mil
Cash and Equivalents

Summit Materials Inc Class A

2.13 42.2 Mil
Basic Materials

First Industrial Realty Trust Inc

1.97 39.0 Mil
Real Estate

Arcosa Inc

1.96 38.8 Mil
Industrials

EastGroup Properties Inc

1.95 38.6 Mil
Real Estate

Madison Square Garden Sports Corp Class A

1.93 38.1 Mil
Communication Services

CommVault Systems Inc

1.69 33.5 Mil
Technology

Magnolia Oil & Gas Corp Class A

1.58 31.3 Mil
Energy

Hexcel Corp

1.57 31.1 Mil
Industrials