Mutual Funds - Profile

John Hancock Fundamental 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 undervalued companies across both value and growth stocks. The process focuses on best-of-breed companies with sustainable competitive advantages and superior cash flow generation.

The research team uses fundamental analysis to look for companies that offer the potential for above-average earnings growth with substantial cash flows, reliable revenue streams, superior competitive positions, and strong management.

The portfolio typically holds between 45 and 65 companies in a broad range More

Price

  • Last Close
  • $73.85
    -0.03
  • 52 Week HL
  • $80.03 - $58.03
  • Net Assets
  • $6050 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Mar 15, 2021

Company Holding
Amazon Com 8.67
Apple Inc 6.77
Facebook Inc 5.65
Alphabet Inc 4.91
Morgan Stanley 4.29
Company Holding
Cheniere Energy 4.17
Lennar Corporation 4.16
Workday Inc 4.05
Anheuser Busch 3.48
J P 3.28
Total 49.43%

Manager

  • Name
  • Emory W. (Sandy) Sanders, Jr.
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Manulife Investment Management (US) LLC

Documents

  • Prospectus
  • Annual Reports

Performance
-2.3 % YTD

  • 3 Year
  • 42.33%
  • 5 Year
  • 92.88%
  • Best
  • 34.36%
    2019
  • Worst
  • -13.99%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
JLCFX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.9% 9.2% -24.7% 17% -1.6% 5.9% -4.6% 0.9% -0.1% 7.8% -
Q2 - 9.9% 29.5% 3.5% 4.7% 3.9% 2.1% 3.3% 4.4% 4.5% -
Q3 - 6.3% 8.3% -1.1% 3.6% 4.9% 6.9% -5.6% 0.9% 5.7% -
Q4 - -1.1% 13.8% 10% -18.3% 3.7% 5.8% 7.6% 2.6% 11.4% -

Returns +
M

J F M A M J J A S O N D
2022 -1.9% - - - - - - - - - - -
2021 -0.1% 4% 5.1% 6.3% 0.5% 2.8% 2.1% 4% 0.2% -0.1% 0.3% -5.7%

Annual
Return

Index Comparison

Alpha

NAV