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JHancock Fundamental Large Cap Core R4 JLCFX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 73.34  /  +0.36 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.33%
  • Turnover 19%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis JLCFX

Will JLCFX outperform in future?

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

A drop in its Process Pillar rating is the primary driver of JHancock Fundamental Large Cap Core R4's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

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 second-costliest quintile among peers.

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Portfolio Holdings JLCFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

8.67 479.8 Mil
Consumer Cyclical

Apple Inc

6.14 340.0 Mil
Technology

Alphabet Inc Class A

5.66 313.1 Mil
Communication Services

Lennar Corp Class A

4.88 270.1 Mil
Consumer Cyclical

KKR & Co Inc Ordinary Shares

4.52 250.2 Mil
Financial Services

Microsoft Corp

4.34 240.3 Mil
Technology

Cheniere Energy Inc

3.98 220.4 Mil
Energy

Morgan Stanley

3.73 206.3 Mil
Financial Services

Walmart Inc

3.29 182.1 Mil
Consumer Defensive

Anheuser-Busch InBev SA/NV ADR

3.06 169.5 Mil
Consumer Defensive