Mutual Funds - Profile

John Hancock ESG All Cap Core Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

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

The sub-advisor’s investment process is designed to highlight companies in the benchmark index that are sustainable leaders.

The team believes sustainable leaders are companies with superior environmental, social and governance records.

The strategy integrates traditional fundamental and ESG research to invest in companies across industry sectors and the capitalization spectrum.

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 More

Price

  • Last Close
  • $16.57
    +0
  • 52 Week HL
  • $16.57 - $14.78
  • Net Assets
  • $34.06 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Mar 15, 2021

Company Holding
Alphabet Inc 4.57
Microsoft Corporation 4.52
Apple Inc 3.88
PayPal Holdings 3.09
Mastercard Incorporated 2.70
Company Holding
Adobe Inc 1.95
The Travelers 1.93
SBA Communications 1.83
ASML Holding 1.73
Bank Of 1.72
Total 27.92%

Manager

  • Name
  • Elizabeth R. Levy
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Trillium Asset Management, LLC

Documents

  • Prospectus
  • Annual Reports

Performance
- YTD

  • 3 Year
  • 45.22%
  • 5 Year
  • 42.87%
  • Best
  • 28.32%
    2019
  • Worst
  • -3.21%
    2021

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
JHKRX -9%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - 5.2% -21.7% 13.7% 0.3% 4.4% - - - - -
Q2 - -8% 22.2% 2.9% 5.8% 4.4% -3.2% - - - -
Q3 - - 9.1% 0.9% 6.8% 3% 6.1% - - - -
Q4 - - 13.7% 6.7% -13.1% 5.3% 2.6% - - - -

Returns +
M

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 -1.1% 3% 3.3% -8% - - - - - - - -

Annual
Return

Index Comparison

Alpha

NAV