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Morningstar

JHancock US Global Leaders Growth I USLIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 59.81  /  1.32 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

Morningstar’s Analysis USLIX

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

People Pillar

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

Looming retirements lower conviction.

Senior Analyst

Summary

| by Stephen Welch

The upcoming retirement of the firm founders increases uncertainty and lowers our conviction in John Hancock U.S. Global Leaders Growth's team relative to peers within the ultracompetitive U.S. large-growth arena, leading to a downgrade of the fund’s Morningstar Analyst Rating to Bronze from Silver for its cheapest share classes; pricier ones have dropped to Bronze from Neutral, and one stays at Neutral.

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