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Morningstar

JHancock Fundamental All Cap Core A JFCAX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 26.15  /  0.42 %
  • Total Assets 285.7 Mil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 25%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 10:17 PM GMT+0

Morningstar’s Analysis JFCAX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

JHancock Fundamental All Cap Core A earns a Morningstar Medalist 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JFCAX

More JFCAX Holdings
  • Current Portfolio Date
  • Equity Holdings 46
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

8.51
22,223,567
Consumer Cyclical

Alphabet Inc Class A

4.97
12,993,324
Communication Services

Analog Devices Inc

4.15
10,834,281
Technology

Salesforce Inc

4.08
10,652,070
Technology

Lennar Corp Class A

3.96
10,349,656
Consumer Cyclical

Jh Ctf

3.95
10,327,489
Cash and Equivalents

Apple Inc

3.90
10,196,756
Technology

Workday Inc Class A

3.83
10,012,646
Technology

KKR & Co Inc Ordinary Shares

3.80
9,934,263
Financial Services

The Goldman Sachs Group Inc

3.77
9,844,048
Financial Services