Morningstar

John Hancock Classic Value Fund Class C JCVCX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $21.85  /  +0.41 %
  • Fund Size $545.5M
  • Adjusted Expense Ratio 1.860%
  • Net Expense Ratio 1.890%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.09%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis JCVCX

Will JCVCX 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 JCVCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JHancock Classic Value C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings JCVCX

More JCVCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Baxter International Inc

5.70 31M
Healthcare

Humana Inc

5.33 29M
Healthcare

CVS Health Corp

4.02 22M
Healthcare

Global Payments Inc

3.75 21M
Industrials

Corebridge Financial Inc

3.69 20M
Financial Services

Dollar General Corp

3.69 20M
Consumer Defensive

Cognizant Technology Solutions Corp Class A

3.67 20M
Technology

MetLife Inc

3.66 20M
Financial Services

Fresenius Medical Care AG ADR

3.60 20M
Healthcare

Skyworks Solutions Inc

3.50 19M
Technology

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