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Morningstar

JHancock Fundamental Large Cap Core I JLVIX

Morningstar Analyst Rating
Quantitative rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 59.18  /  1.00 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.44%
  • Turnover 26%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 12:27 AM GMT+00:00

Morningstar’s Analysis JLVIX

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

People Pillar

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

Summary

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JHancock Fundamental Large Cap Core I earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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