Morningstar

John Hancock Funds Global Equity Fund Class R2 JGERX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 13.47  /  −0.88 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.74%
  • Turnover 64%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis JGERX

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

  • People Pillar

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

We see strength in this team’s quality value lens but are observant of the execution.

Senior Analyst Kongkon Gogoi

Kongkon Gogoi

Senior Analyst

Summary

An experienced and stable lead manager, supported by a seasoned team, continues to underpin Manulife IM Global Quality Value’s People Pillar, which we retain at Above Average. While the strategy benefits from a clearly defined and consistently implemented quality-value approach, limitations in differentiation and outcome consistency keep our Process Pillar at Average.

by Kongkon Gogoi
Rated on Published on

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Portfolio Holdings JGERX

More JGERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

2.78 31M
Technology

JPMorgan US Treasury Plus MMkt Instl

2.66 30M
Cash and Equivalents

Anheuser-Busch InBev SA/NV

2.45 28M
Consumer Defensive

CRH PLC

2.42 27M
Basic Materials

Analog Devices Inc

2.39 27M
Technology

Microsoft Corp

2.37 27M
Technology

United Rentals Inc

2.10 24M
Industrials

The Walt Disney Co

2.02 23M
Communication Services

Samsung Electronics Co Ltd Participating Preferred

1.97 22M
Technology

American Electric Power Co Inc

1.93 22M
Utilities

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