Morningstar

John Hancock Funds Disciplined Value Fund Class A JVLAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return$31.24  /  −0.16%
  • Fund Size$19.6B
  • Adjusted Expense Ratio0.950%
  • Net Expense Ratio0.950%
  • Fee Level: DistributionBelow Average
  • Share Class TypeFront Load
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.46%
  • Turnover Ratio42%
NAV and 1-Day Return as of

Morningstar’s Analysis JVLAX

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

  • People Pillar

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

This strategy’s foundation holds firm even as one of its founders steps down.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Boston Partners Large Cap Value Equity is losing a founding figure, but not its footing. Topnotch leadership remains, and its approach is time-tested, so it continues to be a compelling offering for its cheapest versions. The strategy includes US-sold mutual fund John Hancock Disciplined Value and Luxembourg-domiciled Robeco BP US Large Cap Equities.

by Robby Greengold
Rated on Published on

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Portfolio Holdings JVLAX

More JVLAX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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