About JVMIX
The John Hancock Funds III Disciplined Value Mid Cap Fund Class I is a U.S.-based mutual fund designed primarily for institutional investors seeking long-term capital growth, with current income as a secondary consideration. The fund focuses on mid-cap companies, targeting businesses with established track records that typically have market capitalizations between those of small and large companies. Employing a disciplined, value-oriented investment process, the fund seeks to identify mid-cap stocks that are undervalued relative to their intrinsic worth, aiming to build a diversified portfolio across multiple sectors, including industrials, financial services, healthcare, and technology. Notable holdings include names such as Howmet Aerospace, Ameriprise Financial, and AutoZone, reflecting its sector diversity. Managed by an experienced team, the fund has demonstrated a reliable approach to mid-cap value investing, with a historical performance that has outpaced relevant benchmarks over the long term. Its institutional share class features a competitive expense ratio, making it a prominent choice among mid-cap value mutual funds for investors with substantial initial investment requirements.
Fund Family John Hancock
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol JVMIX
Share Class Class I
Index Russell MidCap Value TR
JVMIX had a total return of 9.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.39%.
