Advertisement
Skip to Content
Morningstar

JHancock Global Shareholder Yield A JGYAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.53  /  0.19 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.090%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.07%
  • Turnover 24%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis JGYAX

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

People Pillar

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

Summary

|

A strong management team and sound investment process underpin JHancock Global Shareholder Yield A's Morningstar Quantitative Rating of Bronze. 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.

Unlock our full analysis with Morningstar Investor