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JHancock New Opportunities R6 JWSOX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 26.17  /  +1.63 %
  • Total Assets 305.4 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 24%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis JWSOX

Will JWSOX outperform in future?

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

JHancock New Opportunities R6's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings JWSOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CyberArk Software Ltd

2.64 7.6 Mil
Technology

Atkore Inc

2.58 7.4 Mil
Industrials

SPX Technologies Inc

2.41 6.9 Mil
Industrials

Grand Canyon Education Inc

2.28 6.6 Mil
Consumer Defensive

Novanta Inc

2.25 6.5 Mil
Technology

Intapp Inc

2.21 6.4 Mil
Technology

TopBuild Corp

2.18 6.3 Mil
Industrials

Azenta Inc

2.17 6.2 Mil
Healthcare

RBC Bearings Inc

2.17 6.2 Mil
Industrials

SiteOne Landscape Supply Inc

2.04 5.9 Mil
Industrials