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Morningstar

JHancock Blue Chip Growth 1 JIBCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 36.74  /  2.03 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 12:15 AM GMT+00:00

Morningstar’s Analysis JIBCX

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

People Pillar

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

Despite recent struggles, this strategy's foundation remains intact.

Senior Analyst

Summary

| by Adam Sabban

The T. Rowe Price Blue Chip Growth strategy, including the John Hancock subadvised fund, exchange-traded fund, separate account, and offshore vehicles, benefits from a deep team and well executed process. It earns Morningstar Analyst Ratings ranging from Silver to Neutral, depending on fees.

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