Mutual Funds - Profile

John Hancock ESG Large Cap Core Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-advisor’s investment process is designed to identify high-quality companies that are sustainable leaders. The team believes sustainable leaders are companies with superior environmental, social and governance records.

The research team narrows the investable universe to a list of companies with positive ESG practices, and attractive business fundamentals.

The team believes companies that meet its ESG requirements or sustainability criteria typically have attractive sustainability data and policy reporting,

In addition, the team also considers companies that More

Price

  • Last Close
  • $20.61
    -1.09
  • 52 Week HL
  • $22.44 - $16.83
  • Net Assets
  • $179.13 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Mar 15, 2021

Company Holding
Apple Inc 6.87
Microsoft Corporation 5.74
Alphabet Inc 4.69
Mastercard Incorporated 2.93
Adobe Inc 2.41
Company Holding
Target Corporation 2.18
Trane Technologies 2.14
PayPal Holdings 2.08
TJX Companies 2.08
Autodesk Inc 2.05
Total 33.17%

Manager

  • Name
  • Cheryl I. Smith
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Trillium Asset Management, LLC

Documents

  • Prospectus
  • Annual Reports

Performance
- YTD

  • 3 Year
  • 35.59%
  • 5 Year
  • 101.09%
  • Best
  • 28.81%
    2019
  • Worst
  • -0.05%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
JHJIX -4%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.9% 6% -20.9% 13.5% -0.1% 3.4% - - - - -
Q2 - 9.5% 22.2% 3.6% 6.4% 4% -3.6% - - - -
Q3 - 1.6% 9.4% 2% 7.9% 3.1% 6.7% - - - -
Q4 - 7% 9.4% 5.6% -11.6% 4.7% 2.1% - - - -

Returns +
M

J F M A M J J A S O N D
2022 -6.3% - - - - - - - - - - -
2021 -1.2% 3.4% 3.8% 5.7% 1.1% 2.5% 3.5% 3.1% -4.8% 6.9% -0.6% 0.7%

Annual
Return

Index Comparison

Alpha

NAV