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Morningstar

JHancock Fundamental Large Cap Core C JHLVX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 51.82  /  0.19 %
  • Total Assets 5.1 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 Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 26%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:17 PM GMT+0

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.

Strength in JHancock Fundamental Large Cap Core C's People Pillar is partially offset by an Average Process Pillar rating, leading to 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JHLVX

More JHLVX Holdings
  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 47.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.77
371,340,656
Consumer Cyclical

Apple Inc

7.28
347,979,189
Technology

Alphabet Inc Class A

5.92
283,154,214
Communication Services

Salesforce Inc

4.25
203,073,423
Technology

KKR & Co Inc Ordinary Shares

4.21
201,368,860
Financial Services

Microsoft Corp

3.99
190,790,359
Technology

Lennar Corp Class A

3.83
183,280,007
Consumer Cyclical

Anheuser-Busch InBev SA/NV ADR

3.67
175,285,018
Consumer Defensive

Cheniere Energy Inc

3.62
173,136,608
Energy

Crown Castle Inc

3.36
160,552,593
Real Estate