JDVVX – Fund Analysis – JHancock Disciplined Value R5 | Morningstar

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Will JDVVX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JDVVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the JDVVX 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 JDVVX’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

Rated on Apr 27, 2026 Published on Apr 27, 2026

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