JHSOX – JHancock New Opportunities I Fund Stock Price | Morningstar

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NAV / 1-Day Return 24.21 / −2.02 %
Total Assets 287.6 Mil
Adj. Expense Ratio

0.960%
Expense Ratio 0.960%
Distribution Fee Level Average
Share Class Type Institutional
Category Small Growth
Investment Style Small Growth
Min. Initial Investment 250,000
Status Open
TTM Yield —
Turnover 24%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:13 PM GMT+0

Will JHSOX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHSOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

JHancock New Opportunities 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

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

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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