About JHFEX
John Hancock Fundamental Equity Income Fund Class I is an open-end mutual fund dedicated to delivering both long-term capital appreciation and current income. The fund primarily targets equity securities, allocating at least 80% of its net assets to stocks with robust dividend-paying potential. Its diversified portfolio includes common and preferred shares, convertible securities, rights, warrants, depositary receipts, and real estate investment trusts (REITs). Employing a bottom-up, fundamentals-driven investment strategy, the fund selects value-oriented companies across various sectors and market capitalizations, emphasizing those with attractive income characteristics and sustainable business models. Additionally, environmental, social, and governance (ESG) factors are incorporated alongside financial analysis in the investment process. Noted for its quarterly payout and a relatively competitive expense ratio, the fund aims to serve investors seeking dependable income in conjunction with exposure to U.S. equity markets. Since its inception in June 2022, it has steadily built a portfolio that balances diverse holdings with a disciplined focus on quality and dividend growth, supporting its role as a potential core holding for income-focused strategies.
Fund Family John Hancock
Category Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol JHFEX
Share Class Class I
Index Russell 1000 TR USD
JHFEX had a total return of 14.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 29.25%.
