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JHancock Disciplined Value Mid Cap I JVMIX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 25.30  /  0.12 %
  • Total Assets 19.9 Bil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.01%
  • Turnover 41%

Morningstar’s Analysis JVMIX

Will JVMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Comanager Joseph Feeney to Step Off John Hancock Disciplined Value Mid Cap; Ratings Unchanged

null Andrew Redden

Andrew Redden

Analyst Note

Comanager Joseph Feeney will step down from his portfolio management duties, including those on John Hancock Disciplined Value Mid Cap, at the end of 2023 to focus exclusively on his dual role as Boston Partners' CEO and CIO. Feeney has not been involved in the day-to-day management of this strategy for many years, and this move does not affect its High People Pillar rating or its Morningstar Analyst Ratings of Silver or Bronze, depending on share class.

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Portfolio Holdings JVMIX

  • Current Portfolio Date
  • Equity Holdings 140
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

2.66
525,979,812
Cash and Equivalents
2.00
396,199,540
Financial Services
1.95
385,487,489
Consumer Cyclical
1.84
363,266,448
Utilities
1.67
330,625,382
Industrials
1.57
310,564,568
Industrials
1.53
302,417,294
Healthcare
1.43
282,191,418
Industrials
1.41
278,998,920
Industrials
1.27
251,998,969
Energy