John Hancock Variable Insurance Trust - Mid Cap Stock Trust (JAETX)
| Fund Assets | n/a |
| Expense Ratio | 0.93% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 13.16 |
| YTD Return | 33.40% |
| 1-Year Return | 33.40% |
| 5-Year Return | n/a |
| 52-Week Low | 10.51 |
| 52-Week High | 13.71 |
| Beta (5Y) | n/a |
| Holdings | 67 |
| Inception Date | n/a |
About JAETX
John Hancock Variable Insurance Trust Mid Cap Growth Trust is a mutual fund designed to provide investors with exposure to the growth potential of mid-sized U.S. companies. The fund’s primary objective is to achieve capital appreciation by investing predominantly in the equities of firms that fall within the mid-cap segment, typically offering a balance between the agility of smaller companies and the established operations of larger ones. Utilizing proprietary research and bottom-up stock selection, the portfolio benchmarks its performance against the Russell Midcap Growth Index, ensuring alignment with industry standards for growth-oriented investments. The strategy emphasizes diversification across numerous industries while seeking opportunities in companies that management identifies as comparatively undervalued or poised for above-average growth. Additionally, the fund may incorporate both investment-grade and below-investment-grade securities, as well as select higher-risk instruments such as derivatives, to manage risk and enhance returns. Through its diversified approach and research-driven process, John Hancock Variable Insurance Trust Mid Cap Growth Trust serves as a core growth component within variable insurance portfolios, targeting investors aiming to participate in the long-term growth of dynamic mid-cap businesses.
Performance
JAETX had a total return of 33.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.15%.
Top 10 Holdings
33.70% of assets| Name | Symbol | Weight |
|---|---|---|
| VERTIV HOLDINGS CO COMMON STOCK USD.0001 | VRT.US | 5.20% |
| Cloudflare Inc. - CLOUDFLARE INC COMMON STOCK USD.001 | NET.US | 4.37% |
| Howmet Aerospace Inc. - HOWMET AEROSPACE INC COMMON STOCK | HWM.US | 3.77% |
| Royal Caribbean Cruises Ltd. - ROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.01 | RCL.US | 3.71% |
| Natera Inc. - NATERA INC COMMON STOCK | NTRA.US | 3.45% |
| Corning Incorporated - CORNING INC COMMON STOCK USD.5 | GLW.US | 3.44% |
| Axon Enterprise Inc. - AXON ENTERPRISE INC COMMON STOCK USD.00001 | AXON.US | 2.59% |
| Flex Ltd. - FLEX LTD COMMON STOCK | FLEX.US | 2.45% |
| FTAI Aviation Ltd. - FTAI AVIATION LTD COMMON STOCK USD1.0 | FTAI.US | 2.38% |
| EchoStar Corporation - ECHOSTAR CORP COMMON STOCK USD.001 | SATS.US | 2.33% |