Skip to Content
Morningstar

JHancock Global Climate Action I JLFSX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.20  /  +0.18 %
  • Total Assets 5.6 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 11:56 PM GMT+0

Morningstar’s Analysis JLFSX

Will JLFSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JLFSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JLFSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JLFSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

JHancock Global Climate Action I earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JLFSX

More JLFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.30 409,361
Technology

McKesson Corp

4.10 229,772
Healthcare

Schneider Electric SE

4.03 226,076
Industrials

Oracle Corp

3.93 220,194
Technology

Visa Inc Class A

3.78 212,101
Financial Services

Lowe's Companies Inc

3.68 206,331
Consumer Cyclical

Intertek Group PLC

3.64 203,888
Industrials

Elevance Health Inc

3.58 200,675
Healthcare

Koninklijke Ahold Delhaize NV

3.38 189,435
Consumer Defensive

Publicis Groupe SA

3.32 185,989
Communication Services