Advertisement
Skip to Content
Morningstar

JHancock Disciplined Value I JVLIX

Morningstar Analyst Rating
Analyst rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 21.88  /  1.44 %
  • Total Assets 12.7 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.26%
  • Turnover 38%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis JVLIX

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

People Pillar

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

A strong large-value offering.

Analyst

Summary

| by Andrew Redden

John Hancock Disciplined Value’s exceptional team and time-tested approach merit a Morningstar Analyst Rating of Silver across most share classes, with the pricier C shares receiving Bronze.

Unlock our full analysis with Morningstar Investor