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JHancock U.S. Global Leaders Growth R6 UGLSX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 77.79  /  +0.69 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 24%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:23 PM GMT+0

Morningstar’s Analysis UGLSX

Will UGLSX outperform in future?

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

An evolving team but consistent approach.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

An evolving set of managers continues to implement John Hancock U.S. Global Leaders Growth's strong, multifaceted approach. Its cheapest share classes earn Morningstar Medalist Ratings of Bronze, while its pricier shares receive Neutral ratings.

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Portfolio Holdings UGLSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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UnitedHealth Group Inc

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S&P Global Inc

4.03 97.5 Mil
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Danaher Corp

3.86 93.6 Mil
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MSCI Inc

3.79 91.6 Mil
Financial Services

Workday Inc Class A

3.74 90.5 Mil
Technology

Autodesk Inc

3.70 89.5 Mil
Technology

Intuit Inc

3.62 87.7 Mil
Technology