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Morningstar

JHancock Seaport Long/Short R6 JSFRX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.96  /  −0.58 %
  • Total Assets 488.1 Mil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.540%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Long-Short Equity
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 3.16%
  • Turnover 178%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:40 PM GMT+0

Morningstar’s Analysis JSFRX

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

  • People Pillar

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

Weakness in JHancock Seaport Long/ Short R6's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JSFRX

More JSFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −0.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ddz009803 Trs Usd R V 12mobfr Dfz009808 Equitytrs

10.36 39.5 Mil
—

Ddz009pa2 Trs Usd R V 12mobfr Dfz009pa7 Equitytrs

8.21 31.3 Mil
—

Ddz009993 Trs Usd R V 12mobfr Dfz009998 Equitytrs

8.19 31.2 Mil
—

State Street Instl US Govt MMkt Premier

7.36 28.0 Mil
Cash and Equivalents

Ddz00b3l7 Trs Usd R V 12mobfr Dfz00b3l2 Equitytrs

5.73 21.8 Mil
—

United States Treasury Bills 0.01%

5.12 19.5 Mil
Government

United States Treasury Bills 0.01%

3.96 15.1 Mil
Government

Ddz00b1j4 Trs Usd R V 12mobfr Dfz00b1j9 Equitytrs

3.89 14.8 Mil
—

Amazon.com Inc

3.51 13.4 Mil
Consumer Cyclical

Ddz0097p9 Trs Usd R V 12mobfr Dfz0097p4 Equitytrs

3.02 11.5 Mil
—