Morningstar

John Hancock Disciplined Global Long/Short Fund Class R6 JAKVX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $18.78  /  −0.69 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 1.520%
  • Net Expense Ratio 1.587%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.49%
  • Turnover Ratio 230%
NAV and 1-Day Return as of

Morningstar’s Analysis JAKVX

Will JAKVX outperform in the 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 JAKVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JHancock Disciplined Global L/S R6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JAKVX

More JAKVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Government Instl

16.18 367M
Cash and Equivalents

Galp Energia SGPS SA

1.74 39M
Energy

Shell PLC ADR (Representing - Ordinary Shares)

1.61 37M
Energy

Teck Resources Ltd Class B (Sub Voting)

1.58 36M
Basic Materials

Methanex Corp

1.27 29M
Basic Materials

Weir PLC

1.25 28M
Industrials

Alphabet Inc Class C

1.23 28M
Communication Services

Medtronic PLC

1.18 27M
Healthcare

Naturgy Energy Group SA

1.11 25M
Utilities

Renesas Electronics Corp

1.09 25M
Technology

Sponsor Center