JVLTX : John Hancock Funds Disciplined Value Fund Class I2

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

JVLTX

John Hancock Funds Disciplined Value Fund Class I2

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
  • jvltx
  • Mutual Fund
  • US Stocks
  • Large Value

John Hancock Funds Disciplined Value Fund Class I2

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
4.59% Berkshire Hathaway Inc Class B
3.43% Bank of America Corp
3.12% JPMorgan Chase & Co
3.09% Johnson & Johnson
2.89% Cigna Corp
2.57% Pfizer Inc
2.56% Verizon Communications Inc
2.53% Barrick Gold Corp
2.42% Procter & Gamble Co
2.27% Chubb Ltd
2.01% AutoZone Inc
1.95% Anthem Inc
1.94% Raytheon Technologies Corp
1.89% Wells Fargo & Co
1.75% Progressive Corp
1.61% Medtronic PLC
1.58% GlaxoSmithKline PLC ADR
1.58% Edison International
1.57% Merck & Co Inc
1.55% McKesson Corp
1.52% Eaton Corp PLC
1.50% AmerisourceBergen Corp
1.50% Alphabet Inc A
1.38% UnitedHealth Group Inc
1.36% American International Group Inc

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