Morningstar

JHancock Mid Cap Growth NAV JACFX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 16.81  /  +1.94 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 114%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis JACFX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit JHancock Mid Cap Growth NAV to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JACFX

More JACFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Spotify Technology SA

3.16 43.6 Mil
Communication Services

Flex Ltd

3.03 41.7 Mil
Technology

Axon Enterprise Inc

2.99 41.2 Mil
Industrials

Pinterest Inc Class A

2.95 40.7 Mil
Communication Services

Tradeweb Markets Inc

2.95 40.7 Mil
Financial Services

Royal Caribbean Group

2.83 39.0 Mil
Consumer Cyclical

Liberty Formula One Group Registered Shs Series -C- Formula One

2.83 39.0 Mil
Communication Services

Monolithic Power Systems Inc

2.71 37.4 Mil
Technology

Live Nation Entertainment Inc

2.71 37.3 Mil
Communication Services

DraftKings Inc Ordinary Shares - Class A

2.52 34.7 Mil
Consumer Cyclical

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