Mutual Funds - Latest Summary ( 30 Funds, 138 Classes )


John Hancock Disciplined Value Fund

Large-Cap > Value

JDVFX rank - 124 of 377

The fund seeks primarily capital appreciation in the long term and secondarily current income by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research

YTD
-100%
2024
1.94%

John Hancock Equity-Income Fund

NA > NA

JHEIX rank - 70 of 359

The fund seeks to provide substantial dividend income and capital appreciation in the long term by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the researc

YTD
0.64%
2024
0.21%

John Hancock Seaport Long-Short Fund

NA > NA

JSFBX rank - 266 of 432

The fund seeks capital appreciation by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team allocates the fund’s net assets to a number of

YTD
0.98%
2024
2%

John Hancock Small Cap Value Fund

Small-Cap > Value

JSCAX rank - 148 of 340

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that

YTD
1.2%
2024
-2.79%

John Hancock Small Cap Growth Fund

Small-Cap > Growth

JSJAX rank - 363 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team employs a growth-oriented

YTD
1.22%
2024
20.9%

John Hancock Small Cap Core Fund

Small-Cap > Core

JCCAX rank - 285 of 433

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that

YTD
-100%
2024
8.23%

John Hancock New Opportunities Fund

Small-Cap > Core

JASOX rank - 383 of 433

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that

YTD
2.94%
2024
6.12%

John Hancock Global Shareholder Yield Fund

Multi-Cap > Core

JGYAX rank - 0 of 220

The fund seeks primarily a high level of income and secondarily capital appreciation by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, t

YTD
-100%
2024
14.13%

John Hancock Global Equity Fund

Multi-Cap > Core

JHGEX rank - 72 of 220

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a di

YTD
-100%
2024
11.63%

John Hancock Fundamental Global Franchise Fund

Multi-Cap > Core

JFGAX rank - 184 of 220

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of franchi

YTD
-100%
2024
11.19%

John Hancock Infrastructure Fund

NA > NA

JEEBX rank - 53 of 62

The fund seeks total return by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

However, the strategy emphasizes on absolute returns over a full

YTD
-100%
2024
10.77%

John Hancock Emerging Markets Fund

NA > NA

JEVAX rank - 43 of 446

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on comp

YTD
-0.82%
2024
-23.95%

John Hancock Emerging Markets Equity Fund

NA > NA

JEMQX rank - 447 of 446

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on secu

YTD
0.85%
2024
4.99%

John Hancock International Growth Fund

Large-Cap > Growth

GOIOX rank - 93 of 116

The fund seeks high total return by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of foreign co

YTD
3.62%
2024
9.89%

John Hancock ESG International Equity Fund

Multi-Cap > Core

JTQAX rank - 382 of 508

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies across non

YTD
4.71%
2024
1.25%

John Hancock Disciplined Value International Fund

Multi-Cap > Value

JDIBX rank - 25 of 97

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on secu

YTD
0.31%
2024
-10.87%

John Hancock Real Estate Securities Fund

NA > NA

JIREX rank - 147 of 175

The fund seeks capital appreciation in the long term and current income by investing in companies across any size in the United States.

The sub-advisor’s investment process looks to invest in securities of real estate investment trusts and real estate companies.

The investment team considers a company to be a real estate company if the Global Industry Classification St

YTD
-4.06%
2024
8.55%

John Hancock Regional Bank Fund

NA > NA

JRBFX rank - 6 of 50

The fund seeks primarily capital appreciation in the long term and secondarily moderate income by investing in companies across any size in the United States.

The sub-advisor’s investment process is designed to highlight companies in the benchmark index that are engaged in the banking services industry.

Then the research team focuses on securities of regional banks tha

YTD
-100%
2024
14.45%

John Hancock Financial Industries Fund

NA > NA

FIDAX rank - 0 of 50

The fund seeks capital appreciation by investing in companies across any size in the United States.

The sub-advisor’s investment process is designed to identify companies in the benchmark index that are estimated to trade below their fair values.

Next, the research team focuses on financial service companies that include banks, thrifts, finance companies, brokerage and

YTD
-100%
2024
34.05%

John Hancock Classic Value Fund

Multi-Cap > Value

JCVCX rank - 78 of 172

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The sub-advisor’s investment process is designed to identify companies in the benchmark index that are estimated to trade below their fair values on the basis of estimated future earnings and cash flow.

The investment team prefers companies that are lagging in market pr

YTD
6.67%
2024
-32.86%

John Hancock Fundamental All Cap Core Fund

Multi-Cap > Core

JFCAX rank - 241 of 313

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-advisor’s investment process is designed to highlight undervalued companies in the benchmark index that are selling at a substantial discount to their estimated intrinsic value.

The investment team looks for both growth and value opportunities, u

YTD
-2.07%
2024
23.22%

John Hancock International Small Company Fund

Small-Cap > Core

JISAX rank - 35 of 103

The fund seeks capital appreciation in the long term by investing in small-size companies in developed markets outside the United States.

The sub-adviser’s systematic investment process attempts to create a geographically diversified fund. The fund invests in countries and companies as included in its benchmark index but applies market capitalization based weighting to determine

YTD
0%
2024
-3.54%

John Hancock US Global Leaders Growth Fund

Large-Cap > Growth

UGLSX rank - 401 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-adviser’s investment process is designed to highlight companies that are deemed to have superior long-term earnings prospects. The sub-adviser looks for high-quality companies on the basis of pricing power, recurring revenues, and global reach. 

YTD
0.96%
2024
4.52%

John Hancock Fundamental Large Cap Core Fund

Large-Cap > Core

TAGRX rank - 434 of 527

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-advisor’s investment process is designed to identify undervalued companies across both value and growth stocks. The process focuses on best-of-breed companies with sustainable competitive advantages and superior cash flow generation.

The research team

YTD
-100%
2024
16.86%

John Hancock Capital Appreciation Fund

Large-Cap > Growth

JHCPX rank - 541 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-adviser’s investment process is designed to identify companies demonstrating sustainable earnings growth and strong free cash flow potential that are trading at attractive valuations.

The research team uses bottom-up fundamental research to look for c

YTD
-100%
2024
35.86%

John Hancock U.S. Quality Growth Fund

Large-Cap > Growth

JHSGX rank - 139 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-adviser’s investment process is designed to highlight well-established companies demonstrating above-average earnings growth potential.

The research team combines quantitative and qualitative techniques to identify underpriced companies that have the

YTD
0%
2024
20.6%

John Hancock ESG Large Cap Core Fund

Large-Cap > Core

JHJAX rank - 425 of 527

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-advisor’s investment process is designed to identify high-quality companies that are sustainable leaders. The team believes sustainable leaders are companies with superior environmental, social and governance records.

The research team narrows the inv

YTD
-100%
2024
9.06%

John Hancock Blue Chip Growth Fund

Large-Cap > Growth

JBGAX rank - 485 of 639

The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in mid-and large-size companies in the United States.

The sub-adviser’s investment process is designed to identify well-established companies demonstrating sustainable earnings growth and strong free cash flow potential that are trading at attractive valuations. The process

YTD
0.9%
2024
26.26%

John Hancock Mid Cap Stock Fund

Mid-Cap > Growth

JIMSX rank - 325 of 326

The fund seeks capital appreciation by investing in mid-size US Companies.

The sub-advisor’s investment process is driven by fundamental analysis , quantitative and qualitative research.  The investment process starts with a list of companies included in the benchmark index. Next, the research team identifies companies with financial strength, attractive earnings growth, and favorable competitive dynamics.

The research team then with the help of qualitative analysis reviews management effectiveness, business sustainability for the long term, durability of earnings.

The investment team favors high-quality companies that are trading at relative attractive prices.

YTD
-100%
2024
-1.01%

John Hancock Disciplined Value Mid Cap Fund

Mid-Cap > Core

JVMAX rank - 26 of 282

The fund seeks primarily capital appreciation and secondarily current income by investing in mid-size companies in the United States.

The sub-advisor’s investment process highlights companies with attractive relative valuations, strong fundamentals, and positive business momentum.

The research team with the help of quantitative techniques assesses a company’s pri

YTD
-0.31%
2024
-2.19%
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