JHAC – JHancock Fundamental All Cap Core ETF – ETF Stock Quote | Morningstar

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Will JHAC outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHAC’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

JHancock Fundamental All Cap Core ETF retains its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Jul 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 46.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Amazon.com Inc	7.17	273,739	Consumer Cyclical
NVIDIA Corp	6.16	235,210	Technology
Alphabet Inc Class A	5.93	226,604	Communication Services
Lennar Corp Class A	4.66	178,169	Consumer Cyclical
KKR & Co Inc Ordinary Shares	4.42	169,003	Financial Services
Apple Inc	4.10	156,566	Technology
Morgan Stanley	3.85	147,177	Financial Services
First Hawaiian Inc	3.65	139,323	Financial Services
Cheniere Energy Inc	3.45	131,866	Energy
Analog Devices Inc	3.27	124,945	Technology

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