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.
- NAV / 1-Day Return 59.81 / 1.32 %
- Total Assets 2.3 Bil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis USLIX
Will USLIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.