- What does JVMAX invest in?
- Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations, and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities.
- What is the expense ratio of JVMAX?
- John Hancock Funds Disciplined Value Mid Cap Fund Class A (JVMAX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JVMAX?
- John Hancock Funds Disciplined Value Mid Cap Fund Class A (JVMAX) manages $23.25B 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 JVMAX actively managed or an index fund?
- JVMAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was JVMAX launched?
- John Hancock Funds Disciplined Value Mid Cap Fund Class A (JVMAX) launched in May 1997 and is managed by the fund issuer.
- How has JVMAX performed?
- JVMAX'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.
