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JHancock Disciplined Value A (JVLAX)

23.67
+0.20
+(0.85%)
At close: 8:08:51 AM EDT
Loading Chart for JVLAX
  • Previous Close 23.47
  • YTD Return 3.97%
  • Expense Ratio 0.96%
  • Category Large Value
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 16.29B
  • Beta (5Y Monthly) 0.88
  • Yield 0.70%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.19
  • Inception Date Mar 1, 2012

The fund normally invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities (IPO).

John Hancock

Fund Family

Large Value

Fund Category

16.29B

Net Assets

2012-03-01

Inception Date

Performance Overview: JVLAX

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Trailing returns as of 3/28/2025. Category is Large Value.

YTD Return

JVLAX
3.97%
Category
4.44%
 

1-Year Return

JVLAX
13.55%
Category
14.37%
 

3-Year Return

JVLAX
9.32%
Category
6.04%
 

5-Year Return

JVLAX
14.49%
Category
9.20%
 

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Holdings: JVLAX

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Sector Weightings

SectorJVLAX
Technology   16.85%
Industrials   14.45%
Healthcare   11.22%
Energy   7.21%
Utilities   4.44%
Real Estate   0.03%

Recent News: JVLAX

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Research Reports: JVLAX

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