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Morningstar

JHFunds2 Capital Appreciation NAV JHCPX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 14.88  /  −0.73 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 30%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

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.

A strong management team and sound investment process underpin JHFunds2 Capital Appreciation NAV's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JHCPX

More JHCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

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Microsoft Corp

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Technology

Amazon.com Inc

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Consumer Cyclical

Meta Platforms Inc Class A

5.13 89.6 Mil
Communication Services

Advanced Micro Devices Inc

4.38 76.5 Mil
Technology

Eli Lilly and Co

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Broadcom Inc

3.61 63.0 Mil
Technology

Apple Inc

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Technology

Netflix Inc

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Communication Services

Visa Inc Class A

2.81 49.0 Mil
Financial Services