John Hancock Disciplined Value’s highly capable subadvisor is among the industry’s best, supporting a Morningstar Analyst Rating of Silver across most share classes, with the pricier C shares at Bronze.
Will JVLIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of JVLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.