Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

JHancock Fundamental Large Cap Core R6 (JLCWX)

62.81
-0.12
(-0.19%)
At close: 8:01:24 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. It may invest up to 35% of its assets in foreign securities and may trade securities actively. The fund may invest up to 20% of its assets in bonds of any maturity, including up to 15% of net assets in below investment grade bonds (i.e., junk bonds) rated as low as CC by S&P Global Ratings or Ca by Moody's Investors Service, Inc. and their unrated equivalents.

JHancock Fundamental Large Cap Core R6

Boston MA 02210
601 Congress Street

Fund Overview

Category Large Blend
Fund Family John Hancock
Net Assets 5.63B
YTD Return -6.13%
Yield 0.63%
Morningstar Rating
Inception Date Sep 01, 2011

Fund Operations

Last Dividend 0.48
Last Cap Gain 54.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense JLCWX Category Average
Annual Report Expense Ratio (net) 0.66% 0.78%
Prospectus Net Expense Ratio 0.66% --
Prospectus Gross Expense Ratio 0.67% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jonathan T. White, Lead Manager since March 01, 2015
Jonathan T. White, CFA, is a Senior Managing Director and Senior Portfolio Manager for Manulife Investment Management. Jonathan is a co-portfolio manager of the US Large Cap Core and All Cap Core Strategies and is also the lead manager of the Global Focus Strategy. He is a member of the US Core Value Equity Team, which manages large cap value, large cap core and all cap core strategies. Jonathan is focused on the consumer discretionary and consumer staples sectors. Previously, he was a senior analyst with the Berkeley Street Equity Team at Wells Capital Management.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers