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Morningstar

JHancock US Global Leaders Growth A USGLX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 59.19  /  0.12 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 31%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:18 PM GMT+0

Morningstar’s Analysis USGLX

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

People Pillar

The People Pillar is our evaluation of the USGLX 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 USGLX’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 USGLX

More USGLX Holdings
  • Current Portfolio Date
  • Equity Holdings 28
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.18
137,702,364
Technology

Amazon.com Inc

5.95
132,633,449
Consumer Cyclical

Visa Inc Class A

5.40
120,323,061
Financial Services

UnitedHealth Group Inc

4.91
109,315,451
Healthcare

Workday Inc Class A

4.09
91,198,239
Technology

Danaher Corp

4.09
91,171,292
Healthcare

Aon PLC Class A

4.08
90,797,163
Financial Services

S&P Global Inc

3.94
87,874,893
Financial Services

MSCI Inc

3.77
83,919,365
Financial Services

Yum Brands Inc

3.60
80,118,025
Consumer Cyclical