About JCVWX
John Hancock Classic Value Fund Class R6 is an open-end mutual fund that seeks long-term capital growth by investing primarily in U.S. large- and mid-cap value stocks. Managed with a disciplined value-oriented strategy, the fund focuses on companies considered undervalued relative to their intrinsic worth, often targeting businesses within the financial services, basic materials, healthcare, technology, and consumer cyclical sectors. The portfolio is diversified, with top holdings frequently representing a significant portion of assets, and maintains moderate turnover, reflecting a long-term investment perspective.
Designed for retirement plan investors and institutional clients, this fund offers a relatively low expense ratio for its class and does not carry sales charges or 12b-1 distribution fees in the R6 share class, making it cost-effective for large accounts. Its performance is measured against major benchmarks like the Russell 1000 and Russell 1000 Value indices, positioning it for those seeking exposure to value opportunities across the broader U.S. equity market. With over $1 billion in assets, the fund plays a notable role in retirement and institutional investment portfolios, striving to deliver consistent value-driven equity returns over time.
Fund Family John Hancock
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol JCVWX
Share Class Class R6
Index Russell 1000 Value TR
JCVWX had a total return of 24.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.16%.
