Morningstar

JHancock Global Equity A JHGEX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 13.81  /  −0.22 %
  • Total Assets 600.4 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.90%
  • Turnover 48%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:12 AM GMT+0

Morningstar’s Analysis JHGEX

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

  • People Pillar

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

We see strength in this team’s quality value lens but are observant of the execution to ascertain a distinctive edge.

Analyst Harsh Jain

Harsh Jain

Analyst

Summary

An experienced and stable lead manager at the helm, with a reasonably good track record considering his style, along with an experienced team provide strength to the strategy. There is a clear investment philosophy and some positives associated with the process here, but a distinctive process edge is difficult to establish. Our conviction is thus best reflected in an Above Average People Pillar and an Average Process Pillar.

by Harsh Jain
Rated on Published on

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Portfolio Holdings JHGEX

More JHGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
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