JHancock Mid Cap Growth R6 (JACEX)
| Fund Assets | 1.25B |
| Expense Ratio | 0.83% |
| Min. Investment | $1,000,000 |
| Turnover | 161.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 19.29 |
| YTD Return | 5.51% |
| 1-Year Return | 23.13% |
| 5-Year Return | n/a |
| 52-Week Low | 14.51 |
| 52-Week High | 20.42 |
| Beta (5Y) | n/a |
| Holdings | 71 |
| Inception Date | Oct 18, 2021 |
About JACEX
John Hancock Mid Cap Growth Fund Class R6 is a mutual fund focused on achieving long-term growth and capital appreciation by investing primarily in mid-cap U.S. companies. The fund targets businesses that exhibit above-average earnings growth potential, typically allocating at least 80% of its net assets to mid-capitalization stocks. Managed by Wellington Management Company LLP, the fund employs an active management strategy, seeking investment opportunities in sectors with robust growth dynamics. This approach gives investors access to a diversified portfolio of innovative and expanding companies that are well-positioned in their respective industries. The fund plays a significant role in the market by providing investors exposure to the mid-cap growth segment, which may offer a balance between the stability of large-cap stocks and the growth potential of small-cap equities. It is designed for institutional and retirement plan investors, as indicated by its R6 share class. The fund’s competitive fee structure and focus on long-term capital growth make it a notable choice within the U.S. equity mutual fund universe.
Performance
JACEX had a total return of 23.13% in the past year, including dividends. Since the fund's inception, the average annual return has been -2.15%.
Top 10 Holdings
32.05% of assets| Name | Symbol | Weight |
|---|---|---|
| Palantir Technologies Inc. - PALANTIR TECHNOLOGIES INC COMMON STOCK USD.001 | PLTR.US | 5.15% |
| AppLovin Corporation - APPLOVIN CORP COMMON STOCK USD.00003 | APP.US | 3.48% |
| Live Nation Entertainment Inc. - LIVE NATION ENTERTAINMENT INC COMMON STOCK USD.01 | LYV.US | 3.47% |
| Liberty Media Corporation - LIBERTY MEDIA CORP-LIBERTY FOR TRACKING STK | FWONK.US | 3.34% |
| Tradeweb Markets Inc. - TRADEWEB MARKETS INC COMMON STOCK USD.01 | TW.US | 3.20% |
| Targa Resources Corp. - TARGA RESOURCES CORP COMMON STOCK USD.001 | TRGP.US | 2.82% |
| Natera Inc. - NATERA INC COMMON STOCK | NTRA.US | 2.73% |
| GoDaddy Inc. - GODADDY INC COMMON STOCK USD.001 | GDDY.US | 2.68% |
| Ollie's Bargain Outlet Holdings Inc. - OLLIE'S BARGAIN OUTLET HOLDING COMMON STOCK USD.001 | OLLI.US | 2.65% |
| DraftKings Inc. - DRAFTKINGS INC COMMON STOCK USD.0001 | DKNG.US | 2.51% |