JVLIX : John Hancock Funds Disciplined Value Fund Class I

JVLIX is a US Stocks Market Large Value with MODERATE fees.

JVLIX

John Hancock Funds Disciplined Value Fund Class I

FI Score

65 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

65% FI Score
  • jvlix
  • Mutual Fund
  • US Stocks
  • Large Value

John Hancock Funds Disciplined Value Fund Class I

Expenses: 0.81% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The fund normally invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities (IPO).

Largest Holdings

Amount Holding
4.21% Berkshire Hathaway Inc Class B
3.48% Bank of America Corp
3.46% JPMorgan Chase & Co
3.19% Barrick Gold Corp
3.16% Johnson & Johnson
2.86% Cigna Corp
2.71% Pfizer Inc
2.46% Verizon Communications Inc
2.16% Anthem Inc
1.93% AutoZone Inc
1.78% Chubb Ltd
1.64% Progressive Corp
1.56% Medtronic PLC
1.55% Alphabet Inc A
1.51% Micron Technology Inc
1.46% Eaton Corp PLC
1.45% UnitedHealth Group Inc
1.45% Merck & Co Inc
1.34% Best Buy Co Inc
1.30% Valero Energy Corp
1.30% Truist Financial Corp
1.28% DuPont de Nemours Inc
1.28% American International Group Inc
1.25% McKesson Corp
1.24% Comcast Corp Class A

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