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Morningstar

JHFunds2 Capital Appreciation NAV JHCPX

Morningstar Analyst Rating
Quantitative rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 10.84  /  1.28 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 36%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis JHCPX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin JHFunds2 Capital Appreciation NAV's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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