About JVMTX
John Hancock Funds III Disciplined Value Mid Cap Fund Class R4 is an open-end mutual fund focused on delivering long-term capital appreciation, with a secondary goal of current income. Managed by John Hancock Investment Management LLC and co-managed by Boston Partners Global Investors, Inc., the fund targets value stocks of mid-sized U.S. companies, typically within the market capitalization range of the Russell Midcap Value Index. The fund is broadly diversified across sectors, with investments in industries such as industrials, financial services, healthcare, technology, and real estate. Notable holdings include Howmet Aerospace, Ameriprise Financial, and AutoZone, reflecting a sector-balanced value approach. The fund maintains a moderate turnover rate and a diversified portfolio—its top ten holdings make up around 16.4% of total assets. Designed for retirement-oriented investors, Class R4 shares offer lower distribution fees and require no minimum initial investment. With a history dating back to 1997, this fund plays a significant role for investors seeking exposure to mid-cap value equities, aiming to combine disciplined stock selection with risk-controlled diversification in the U.S. equity market.
Fund Family John Hancock
Category Mid-Cap Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol JVMTX
Share Class Class R4
Index Russell MidCap Value TR
JVMTX had a total return of 17.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.07%.
