Education Trust Alaska John Hancock Freedom 529 Plan - Mid Cap Value Portfolio Fund (JHMKX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| 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 | 24.15 |
| YTD Return | 10.02% |
| 1-Year Return | 13.06% |
| 5-Year Return | n/a |
| 52-Week Low | 17.30 |
| 52-Week High | 24.25 |
| Beta (5Y) | 0.96 |
| Holdings | n/a |
| Inception Date | n/a |
About JHMKX
John Hancock Freedom 529 Mid Cap Value Portfolio Class F is a mutual fund designed specifically for education savings within a 529 plan structure. The portfolio primarily invests in mid-capitalization U.S. companies, focusing on stocks considered to be undervalued relative to their intrinsic worth. Its objective is to achieve long-term capital appreciation through exposure to a diversified selection of mid-sized firms with strong potential for growth and value recovery. The fund is part of the John Hancock Freedom 529 plan, which is managed by T. Rowe Price Associates, Inc. as a sub-advisor, and targets investors seeking a blend of growth opportunities and value investing principles within the mid-cap space. This portfolio plays a vital role in college savings strategies, offering a disciplined approach to asset allocation and risk management, and serving families aiming to balance growth prospects with prudent investment practices for long-term educational funding needs.
Performance
JHMKX had a total return of 13.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.40%.