John Hancock Disciplined Value Mid Cap’s caution and opportunism merit a Morningstar Analyst Rating of Silver for its cheapest share classes, while its priciest shares fall to Bronze.
JHancock Disciplined Value Mid Cap A JVMAX
NAV / 1-Day Return
23.98
/
0.75
%
Total Assets
16.0 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.
1.110%
Expense Ratio
1.110%
Fee Level
Below Average
Longest Manager Tenure
19.66
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.58%
Turnover
54%
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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 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.
A strong option.
