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Morningstar

JHancock Equity Income 1 JIEMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 19.42  /  1.36 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.760%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.91%
  • Turnover 15%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis JIEMX

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

People Pillar

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

A solid large-value offering.

Senior Analyst

Summary

| by Adam Sabban

The T. Rowe Price Equity Income strategy benefits from an experienced manager, strong analyst team, and well-executed process. The priciest share class of the mutual fund earns a Morningstar Analyst Rating of Bronze, though others, including the exchange-traded-fund run in parallel, receive Silver. Subadvised John Hancock Equity Income receives ratings from Neutral to Silver based on share class fee levels.

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