Morningstar

John Hancock Funds Disciplined Value Fund Class R4 JDVFX Fund Analysis

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

Morningstar’s Analysis JDVFX

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

  • People Pillar

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

This strategy’s foundation holds firm even as one of its founders steps down.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Boston Partners Large Cap Value Equity is losing a founding figure, but not its footing. Topnotch leadership remains, and its approach is time-tested, so it continues to be a compelling offering for its cheapest versions. The strategy includes US-sold mutual fund John Hancock Disciplined Value and Luxembourg-domiciled Robeco BP US Large Cap Equities.

by Robby Greengold
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