Morningstar

JHancock Global Climate Action Fund - Class I JLFSX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $12.91  /  +0.70 %
  • Fund Size $7.4M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.38%
  • Turnover Ratio 106%
NAV and 1-Day Return as of

Morningstar’s Analysis JLFSX

Will JLFSX outperform in the 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 JLFSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A quality-focused approach that delivers on its dual mandate.

Analyst Michael Dobson

Michael Dobson

Analyst

Summary

The Manulife Climate Action strategy's two-pronged mandate has consistently produced a quality portfolio. The strategy is also available in Europe as Manulife GF Global Climate Action and in the US as John Hancock Global Climate Action.

by Michael Dobson
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Portfolio Holdings JLFSX

More JLFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.87 580,847
Technology

NVIDIA Corp

6.72 496,093
Technology

Alphabet Inc Class A

5.12 378,036
Communication Services

Abbott Laboratories

4.04 298,413
Healthcare

Visa Inc Class A

3.97 293,253
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.73 275,357
Technology

Amazon.com Inc

3.72 274,317
Consumer Cyclical

Cencora Inc

3.53 260,174
Healthcare

Deutsche Boerse AG

3.30 243,609
Financial Services

Arthur J. Gallagher & Co

3.20 236,459
Financial Services

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