About UGLSX
John Hancock U.S. Global Leaders Growth Fund Class R6 is a mutual fund focused on delivering long-term capital appreciation by investing primarily in large-cap U.S. and global companies. Its strategy centers on identifying and maintaining positions in companies recognized as industry leaders, which are expected to demonstrate sustained, above-average growth. The fund’s portfolio is diversified across a range of sectors, with significant allocations to technology, healthcare, and consumer discretionary, among others. Notable holdings often include prominent firms such as Amazon.com, Microsoft, and NVIDIA, reflecting the fund’s emphasis on innovation-driven and market-dominant businesses. Managed by Sustainable Growth Advisers, LP, the fund adopts a concentrated approach, typically placing a substantial portion of its assets in its top holdings, which underscores its conviction in select global leaders. Class R6 shares are designed for institutional investors, featuring a competitive expense ratio. Since its launch in 2011, the fund has aimed to outperform large-cap growth benchmarks, participating in key market themes such as artificial intelligence, digital transformation, and healthcare advancements. Through this disciplined focus, the fund plays an influential role for investors seeking exposure to the growth potential of premier, globally recognized companies.
Fund Family John Hancock
Category Large Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol UGLSX
Share Class Class R6
Index Russell 1000 Growth TR
UGLSX had a total return of -8.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.43%.
