Boston Partners veteran Joshua White has joined JHancock Disciplined Value’s now five-person management team, the subadvisor disclosed on Feb. 1, 2021. This news does not alter the fund’s Morningstar Analyst Ratings, which range from Silver to Bronze, depending on share class fees.
JHancock Disciplined Value I JVLIX
NAV / 1-Day Return
24.29
/
2.02
%
Total Assets
12.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.810%
Expense Ratio
0.810%
Fee Level
Above Average
Longest Manager Tenure
24.47
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
250,000
Status
Open
TTM Yield
1.27%
Turnover
55%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
JHancock Disciplined Value Adds a Comanager; Ratings Unchanged
