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Morningstar

JHancock U.S. Global Leaders Growth R6 UGLSX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 74.20  /  −0.63 %
  • Total Assets 2.4 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 Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 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.

  • 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.

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.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings UGLSX

More UGLSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.69 168.9 Mil
Technology

Amazon.com Inc

6.57 165.9 Mil
Consumer Cyclical

Visa Inc Class A

4.98 125.7 Mil
Financial Services

UnitedHealth Group Inc

4.44 112.1 Mil
Healthcare

Danaher Corp

3.91 98.7 Mil
Healthcare

S&P Global Inc

3.69 93.2 Mil
Financial Services

Intuit Inc

3.65 92.1 Mil
Technology

Canadian Pacific Kansas City Ltd

3.52 88.8 Mil
Industrials

Yum Brands Inc

3.51 88.8 Mil
Consumer Cyclical

Aon PLC Class A

3.50 88.5 Mil
Financial Services