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Morningstar

JHancock New Opportunities R4 JUSOX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 24.46  /  −0.45 %
  • Total Assets 282.4 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 24%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0

Morningstar’s Analysis JUSOX

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

  • People Pillar

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

JHancock New Opportunities R4's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 JUSOX

More JUSOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CyberArk Software Ltd

2.81 8.5 Mil
Technology

Atkore Inc

2.69 8.2 Mil
Industrials

SPX Technologies Inc

2.65 8.0 Mil
Industrials

Novanta Inc

2.37 7.2 Mil
Technology

TopBuild Corp

2.24 6.8 Mil
Industrials

Grand Canyon Education Inc

2.22 6.7 Mil
Consumer Defensive

SiteOne Landscape Supply Inc

2.10 6.4 Mil
Industrials

PJT Partners Inc Class A

2.08 6.3 Mil
Financial Services

RBC Bearings Inc

2.07 6.3 Mil
Industrials

Azenta Inc

2.04 6.2 Mil
Healthcare