Skip to Content

JHancock ESG Large Cap Core I JHJIX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 23.48  /  +0.82 %
  • Total Assets 135.3 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.70%
  • Turnover 12%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:20 PM GMT+0

Morningstar’s Analysis JHJIX

Will JHJIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

JHancock ESG Large Cap Core I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JHJIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.13 10.4 Mil
Technology

Apple Inc

5.57 7.1 Mil
Technology

Alphabet Inc Class A

4.68 6.0 Mil
Communication Services

NVIDIA Corp

4.17 5.3 Mil
Technology

Costco Wholesale Corp

2.73 3.5 Mil
Consumer Defensive

Merck & Co Inc

2.64 3.4 Mil
Healthcare

Federated Hermes Govt Obl IS

2.50 3.2 Mil
Cash and Equivalents

Palo Alto Networks Inc

2.46 3.1 Mil
Technology

Mastercard Inc Class A

2.35 3.0 Mil
Financial Services

TJX Companies Inc

2.15 2.7 Mil
Consumer Cyclical