About JHERX
John Hancock Funds II Equity Income Fund Class C is a mutual fund designed to provide investors with a combination of income and long-term capital appreciation. The fund primarily invests in a diversified portfolio of large-cap U.S. companies, with a focus on stocks that pay regular dividends. Its holdings span major sectors such as financials, utilities, health care, information technology, and consumer staples, featuring significant positions in companies like Wells Fargo, Southern Company, MetLife, Elevance Health, Charles Schwab, Philip Morris International, Chubb, Qualcomm, and Kimberly-Clark. This diversified approach aims to generate consistent income while managing overall portfolio risk.
As a large-value fund, it targets firms considered undervalued relative to their fundamentals or exhibiting slower growth compared to the broader large-cap segment. The fund’s historical performance is evaluated against benchmarks like the S&P 500 and its peer group within the large-value category. Its role in the financial market is to offer investors exposure to value-oriented, income-generating equities, positioning itself as a source of stability and yield within a diversified investment portfolio.
Fund Family John Hancock
Category Large Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol JHERX
Share Class Class C
Index Russell 1000 Value TR
JHERX had a total return of 22.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.11%.
