JVMIX : John Hancock Funds Disciplined Value Mid Cap Fund Class I

JVMIX is a US Stocks Market Mid-Cap Value with MODERATE fees.

JVMIX

John Hancock Funds Disciplined Value Mid Cap Fund Class I

FI Score

62 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

62% FI Score
  • jvmix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

John Hancock Funds Disciplined Value Mid Cap Fund Class I

Expenses: 0.87% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital with current income as a secondary objective. Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations, 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.

Largest Holdings

Amount Holding
2.00% Alleghany Corp
1.85% Xcel Energy Inc
1.57% L3Harris Technologies Inc
1.52% Dover Corp
1.50% AMETEK Inc
1.44% Aon PLC
1.42% Boston Properties Inc
1.39% Equity Residential
1.32% Huntington Bancshares Inc
1.29% FMC Corp
1.25% Humana Inc
1.24% Kansas City Southern
1.24% Entergy Corp
1.22% Ameriprise Financial Inc
1.19% Eaton Corp PLC
1.13% TE Connectivity Ltd
1.11% Fidelity National Information Services Inc
1.11% Corteva Inc
1.10% Reinsurance Group of America Inc
1.10% Truist Financial Corp
1.09% AmerisourceBergen Corp
1.06% eBay Inc
1.05% Qorvo Inc
1.04% AutoZone Inc
1.04% KeyCorp

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