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Morningstar

JHancock ESG Large Cap Core R6 JHJRX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 22.67  /  −0.04 %
  • Total Assets 130.6 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.77%
  • Turnover 12%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis JHJRX

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

  • People Pillar

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

JHancock ESG Large Cap Core R6's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JHJRX

More JHJRX Holdings
  • 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

8.18 10.9 Mil
Technology

Apple Inc

5.28 7.0 Mil
Technology

NVIDIA Corp

5.18 6.9 Mil
Technology

Alphabet Inc Class A

4.47 5.9 Mil
Communication Services

Merck & Co Inc

2.68 3.6 Mil
Healthcare

Costco Wholesale Corp

2.42 3.2 Mil
Consumer Defensive

Mastercard Inc Class A

2.40 3.2 Mil
Financial Services

TJX Companies Inc

2.17 2.9 Mil
Consumer Cyclical

Eaton Corp PLC

2.07 2.7 Mil
Industrials

Elevance Health Inc

2.02 2.7 Mil
Healthcare