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Morningstar

JHancock Fundamental Large Cap Core C JHLVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 46.93  /  1.36 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 26%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 12:35 AM GMT+00:00

Morningstar’s Analysis JHLVX

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

People Pillar

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

Summary

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JHancock Fundamental Large Cap Core C earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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