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Morningstar

JHancock Disciplined Value Mid Cap A JVMAX

Morningstar Analyst Rating
Analyst rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 25.22  /  0.83 %
  • Total Assets 21.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.77%
  • Turnover 26%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis JVMAX

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

People Pillar

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

Analyst Promoted to Management Team at JHancock Disciplined Value Mid Cap; Ratings Unchanged

Director

Analyst Note

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