A seasoned lead manager and substantial additional supporting resources within the firm’s broader thematic equities team keep the strategy’s People Pillar rating at Above Average, despite the recent changes in this team. The Process Pillar rating is Average, given the focused approach that structurally excludes large parts of the global equity market, which may put it at a disadvantage compared with its category benchmark.
JHancock Global Environmental Opps R6 JACDX
- NAV / 1-Day Return 10.94 / +0.92 %
- Total Assets 63.6 Mil
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.21%
- Turnover 40%
USD | NAV as of Jul 04, 2024 | 1-Day Return as of Jul 04, 2024, 2:56 AM GMT+0
Morningstar’s Analysis JACDX
Will JACDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Republic Services Inc | 4.61 | 2.7 Mil | Industrials |
Synopsys Inc | 4.14 | 2.4 Mil | Technology |
Waste Connections Inc | 4.12 | 2.4 Mil | Industrials |
Eaton Corp PLC | 4.05 | 2.4 Mil | Industrials |
Xylem Inc | 3.94 | 2.3 Mil | Industrials |
Waste Management Inc | 3.81 | 2.2 Mil | Industrials |
Schneider Electric SE | 3.59 | 2.1 Mil | Industrials |
PTC Inc | 3.56 | 2.1 Mil | Technology |
Agilent Technologies Inc | 3.46 | 2.0 Mil | Healthcare |
Tetra Tech Inc | 3.13 | 1.8 Mil | Industrials |