John Hancock Disciplined Value Fund Q4 2024 Commentary
2025-02-28 07:10:00 ET
Summary
- The John Hancock Disciplined Value Fund, while posting a narrow loss, outperformed the benchmark.
- The fund also outpaced the index in 2024, marking the fourth consecutive year in which it has done so.
- The Russell 1000 Value Index—the fund’s benchmark—produced a negative return in the fourth quarter.
- Stock selection and sector allocations both contributed to the fund’s advantage in the quarter.
Average annual total returns 2 %
Qtd | Ytd | 1 yr | 3 yr | 5 yr | 10 yr | Life of fund | Life of fund date | |
Class I without sales charge | -0.98 | 15.37 | 15.37 | 7.87 | 10.67 | 9.04 | 9.04 | 1/2/97 |
Class A without sales charge | -1.01 | 15.09 | 15.09 | 7.60 | 10.39 | 8.77 | 8.70 | 1/16/97 |
Class A with sales charge (Maximum initial sales charge 5.00%) | -5.96 | 9.35 | 9.35 | 5.77 | 9.27 | 8.22 | 8.50 | 1/16/97 |
Russell 1000 Value Index | -1.98 | 14.37 | 14.37 | 5.63 | 8.68 | 8.49 | 8.54 | — |
Large value category | -1.53 | 14.16 | 14.16 | 6.25 | 9.20 | 8.51 | — | — |
Expense ratios 3 | Gross | Net Gross(what you pay) | Contractual through | |||||
Class I | 0.78% | 0.77% | 7/31/2026 | |||||
Class A | 1.03% | 1.02% | 7/31/2026 |
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John Hancock Disciplined Value Fund Q4 2024 Commentary
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