About JVLAX
John Hancock Disciplined Value Fund Class A is an actively managed mutual fund focused on **large-cap value equities**. Its primary objective is to achieve **long-term growth of capital**, with current income as a secondary goal. The fund invests at least 80% of its net assets in a diversified portfolio of equity securities, targeting companies with market capitalizations greater than $1 billion that are considered undervalued relative to their intrinsic worth. This disciplined approach is designed to capitalize on market inefficiencies by identifying stocks trading below their fundamental value.
The fund is diversified across multiple sectors, with notable holdings in **financial services, healthcare, technology, and consumer defensive industries**. As of recent reports, top positions include companies such as JPMorgan Chase & Co., Berkshire Hathaway, Alphabet Inc., Oracle, and UnitedHealth Group. The fund typically holds around 85 different securities, with approximately a quarter of assets in its top ten holdings.
John Hancock Disciplined Value Fund Class A is categorized within the **large value segment** and appeals to investors seeking exposure to established companies with solid fundamentals and potentially lower valuations. The fund is overseen by John Hancock Investment Management and has a track record dating back to 1997, making it a well-established option in the value segment of the U.S. equity market.
Fund Family John Hancock
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol JVLAX
Index Russell 1000 Value TR
JVLAX had a total return of 18.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.39%.
