Morningstar

JHancock U.S. Global Leaders Growth A USGLX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See John Hancock Investment Hub

Morningstar’s Analysis USGLX

Will USGLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USGLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USGLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of USGLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

JHancock U.S. Global Leaders Growth Listed Manager to Retire; Ratings Unchanged

null Chris Tate

Chris Tate

Analyst Note

Sustainable Growth Advisers, subadvisor for the John Hancock U.S. Global Leaders Growth Fund, has announced that Robert Rohn, one of the three named portfolio managers on the strategy, will retire in September 2025. Rohn will relinquish his role as a portfolio manager effective March 31, 2025, while maintaining analyst coverage until June 30, 2025, to allow for a seamless transition, before joining SGA’s advisory board in September 2025.

by Chris Tate
Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center