Sustainable Growth Advisers, subadvisor for the John Hancock U.S. Global Leaders Growth Fund, has announced that Robert Rohn, one of the three named portfolio managers on the strategy, will retire in September 2025. Rohn will relinquish his role as a portfolio manager effective March 31, 2025, while maintaining analyst coverage until June 30, 2025, to allow for a seamless transition, before joining SGA’s advisory board in September 2025.
JHancock U.S. Global Leaders Growth A USGLX
- NAV / 1-Day Return 72.58 / +0.19 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
1.140%
- Expense Ratio 1.140%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 24%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0
Morningstar’s Analysis USGLX
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People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 6.39 | 148.0 Mil | Technology |
Amazon.com Inc | 6.31 | 146.0 Mil | Consumer Cyclical |
UnitedHealth Group Inc | 5.02 | 116.3 Mil | Healthcare |
Visa Inc Class A | 5.01 | 116.0 Mil | Financial Services |
S&P Global Inc | 4.30 | 99.5 Mil | Financial Services |
Thermo Fisher Scientific Inc | 4.00 | 92.5 Mil | Healthcare |
Aon PLC Class A | 3.98 | 92.0 Mil | Financial Services |
Canadian Pacific Kansas City Ltd | 3.78 | 87.6 Mil | Industrials |
Danaher Corp | 3.76 | 86.9 Mil | Healthcare |
Workday Inc Class A | 3.62 | 83.8 Mil | Technology |
United States