A seasoned lead manager and substantial additional supporting resources within the firm’s broader thematic equities team keep the strategy’s People Pillar rating at Above Average, despite the recent changes in this team. The Process Pillar rating is Average, given the focused approach that structurally excludes large parts of the global equity market, which may put it at a disadvantage compared with its category benchmark.
JHancock Global Environmental Opps R6 JACDX
- NAV / 1-Day Return 11.17 / −0.53 %
- Total Assets 64.9 Mil
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.20%
- Turnover 40%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 12:46 AM GMT+0
Morningstar’s Analysis JACDX
Will JACDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Republic Services Inc | 4.25 | 2.6 Mil | Industrials |
Waste Connections Inc | 4.22 | 2.6 Mil | Industrials |
Agilent Technologies Inc | 3.70 | 2.3 Mil | Healthcare |
Synopsys Inc | 3.62 | 2.2 Mil | Technology |
PTC Inc | 3.34 | 2.0 Mil | Technology |
Thermo Fisher Scientific Inc | 3.25 | 2.0 Mil | Healthcare |
Carrier Global Corp Ordinary Shares | 3.23 | 2.0 Mil | Industrials |
Tetra Tech Inc | 3.18 | 1.9 Mil | Industrials |
Eaton Corp PLC | 3.14 | 1.9 Mil | Industrials |
Equinix Inc | 3.08 | 1.9 Mil | Real Estate |
United States