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Morningstar

JHancock Disciplined Value Mid Cap I JVMIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 26.40  /  1.93 %
  • Total Assets 20.8 Bil
  • Adj. Expense Ratio
    —
  • 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 0.99%
  • Turnover 26%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis JVMIX

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

People Pillar

The People Pillar is our evaluation of the JVMIX 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 JVMIX’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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