John Hancock ESG Large Cap Core Fund Class A

Frequently Asked Questions About JHJAX

What does JHJAX invest in?

Under typical market circumstances, this fund dedicates at least 80% of its overall capital (which may include assets acquired through borrowing for investment) to ownership stakes in major corporations or economic sectors. These investments are specifically chosen because they fulfill the portfolio manager's established sustainability benchmarks. Management identifies "large-capitalization companies" as those possessing market valuations comparable to entities within the S&P 500 Index. The term "equity securities" refers to instruments such as common stock, preferred stock, and other financial equivalents representing company ownership.

What is the expense ratio of JHJAX?

John Hancock ESG Large Cap Core Fund Class A (JHJAX) charges an expense ratio of 1.12%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JHJAX?

John Hancock ESG Large Cap Core Fund Class A (JHJAX) manages $68.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is JHJAX actively managed or an index fund?

JHJAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (JHJAX's is 1.12%) because there's no security selection cost.

When was JHJAX launched?

John Hancock ESG Large Cap Core Fund Class A (JHJAX) launched in June 2016 and is managed by the fund issuer.

How has JHJAX performed?

JHJAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.