Morningstar

John Hancock U.S. Global Leaders Growth Fund Class R6 UGLSX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $61.52  /  −0.58 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.780%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis UGLSX

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

  • People Pillar

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

Slow going.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

John Hancock US Global Leaders Growth’s atypical framework is struggling to deliver. The strategy's Process rating falls to Average from Above Average, while the People rating remains Average.

by Indira Fisher
Rated on Published on

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Portfolio Holdings UGLSX

More UGLSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Communication Services

Microsoft Corp

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Apple Inc

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Technology

Amazon.com Inc

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Consumer Cyclical

Visa Inc Class A

5.01 61M
Financial Services

Broadcom Inc

4.68 57M
Technology

Waste Management Inc

4.45 54M
Industrials

Salesforce Inc

3.70 45M
Technology

Ecolab Inc

3.68 44M
Basic Materials

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