JHancock Fundamental All Cap Core R4 earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 25.48 / 2.00 %
- Total Assets 240.3 Mil
-
Adj. Expense Ratio
0.870%
- Expense Ratio 0.970%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 25%
Morningstar’s Analysis JFARX
Will JFARX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Jan 31, 2023
- Equity Holdings 45
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector