Morningstar

John Hancock Funds Disciplined Value Mid Cap Fund Class R2 JVMSX

Morningstar Medalist Rating
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  • NAV / 1-Day Return$32.18  /  +0.22%
  • Fund Size$23.1B
  • Adjusted Expense Ratio1.240%
  • Net Expense Ratio1.240%
  • Fee Level: DistributionAverage
  • Share Class TypeRetirement, Medium
  • Morningstar CategoryMid-Cap Value
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.33%
  • Turnover Ratio48%
NAV and 1-Day Return as of

Morningstar’s Analysis JVMSX

Will JVMSX outperform in the 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 JVMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Built to last.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

A time-tested framework and high-caliber team continue to make Boston Partners Mid Cap Value strategy a compelling option.

by Indira Fisher
Rated on Published on

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Portfolio Holdings JVMSX

More JVMSX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings15.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Ameriprise Financial Inc

1.60357M
Financial Services

Tenet Healthcare Corp

1.60356M
Healthcare

TechnipFMC PLC

1.54343M
Energy

LPL Financial Holdings Inc

1.48330M
Financial Services

Cencora Inc

1.42315M
Healthcare

Expeditors International of Washington Inc

1.39308M
Industrials

NetApp Inc

1.36302M
Technology

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