John Hanco*ck Funds List (2024)

View all of John Hanco*ck’s mutual funds and start searching for your next investment.Below are pre-screened investment lists to kickstart the process.All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

John Hanco*ck Funds List

Share Class Type

1 to 25 of 462 Results

Name

Ticker

Morningstar Category

Morningstar Rating for Funds

Overall

Morningstar Sustainability Rating

Total Return

YTD

Total Return Rank in Category

YTD

Adjusted Expense Ratio

Fee Level

Distribution

Share Class Type

Minimum Initial Investment

JHFunds2 Capital Appreciation Value NAVJCAVXModerate Allocation3.38%290.870%Above AverageNo Load
JHFunds2 Mid Value NAVJMVNXMid-Cap Value6.74%60.950%AverageNo Load
JHanco*ck Balanced ISVBIXModerate Allocation3.61%70.740%AverageInstitutional$250,000
JHanco*ck Balanced R5JBAVXModerate Allocation4.34%70.680%Above AverageRetirement, Large
JHanco*ck Balanced R6JBAWXModerate Allocation4.36%60.630%AverageRetirement, Large$1.0 Mil
JHanco*ck CA Municipal Bond IJCAFXMuni California Long−1.26%500.580%Above AverageInstitutional$250,000
JHanco*ck CA Municipal Bond R6JCSRXMuni California Long−1.36%590.560%Above AverageRetirement, Large$1.0 Mil
JHanco*ck Disciplined Value Intl IJDVIXForeign Large Value5.02%190.880%Above AverageInstitutional$250,000
JHanco*ck Disciplined Value Intl NAVJDIVXForeign Large Value5.02%190.760%Below AverageNo Load
JHanco*ck Disciplined Value Mid Cap IJVMIXMid-Cap Value3.98%420.860%AverageInstitutional$250,000
JHanco*ck Disciplined Value Mid Cap R4JVMTXMid-Cap Value3.95%411.000%LowRetirement, Medium
JHanco*ck Disciplined Value Mid Cap R6JVMRXMid-Cap Value4.02%370.750%Below AverageRetirement, Large$1.0 Mil
JHanco*ck Diversified Macro IJDJIXMacro Trading14.35%31.390%Above AverageInstitutional$250,000
JHanco*ck Diversified Macro R6JDJRXMacro Trading14.80%21.280%HighRetirement, Large$1.0 Mil
JHanco*ck ESG Core Bond R6JBORXIntermediate Core Bond−1.39%40.460%Above AverageRetirement, Large$1.0 Mil
JHanco*ck Global Equity R4JGETXGlobal Large-Stock Value6.31%91.140%Below AverageRetirement, Medium
JHanco*ck Global Equity R6JGEMXGlobal Large-Stock Value6.82%90.890%Above AverageRetirement, Large$1.0 Mil
JHanco*ck Municipal Opportunities ATAMBXMuni National Interm−0.72%290.730%AverageFront Load$1,000
JHanco*ck Municipal Opportunities IJTBDXMuni National Interm−0.56%210.580%Above AverageInstitutional$250,000
JHanco*ck Municipal Opportunities R6JTMRXMuni National Interm−0.34%210.560%HighRetirement, Large$1.0 Mil
JHanco*ck Opportunistic Fixed Inc 1JIGDXGlobal Bond−3.53%370.860%Above AverageNo Load
JHanco*ck Opportunistic Fixed Inc AJABWXGlobal Bond−3.60%401.180%HighFront Load$1,000
JHanco*ck Opportunistic Fixed Inc IJABTXGlobal Bond−3.54%380.930%HighInstitutional$250,000
JHanco*ck Opportunistic Fixed Inc R6JABUXGlobal Bond−3.18%380.820%HighRetirement, Large$1.0 Mil
JHFunds2 Capital Appreciation 1JICPXLarge Growth7.52%320.800%AverageNo Load

John Hanco*ck Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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John Hanco*ck Funds List (2024)

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