Advertisement
Skip to Content
Morningstar

JHancock Classic Value C JCVCX

Morningstar Analyst Rating
Quantitative rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 34.24  /  0.41 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.870%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.78%
  • Turnover 18%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis JCVCX

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

People Pillar

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

Summary

|

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit JHancock Classic Value C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Unlock our full analysis with Morningstar Investor