About USGLX
John Hancock U.S. Global Leaders Growth Fund Class A is a mutual fund focused on providing long-term capital growth. The fund primarily invests at least 80% of its net assets in common stocks of companies recognized as U.S. "Global Leaders"—firms that command leading market shares in their industries, often resulting in robust profit margins and high investment returns. Emphasizing a quality-driven, research-intensive approach, the portfolio typically concentrates on large-cap growth stocks, with significant exposure to sectors such as technology, consumer cyclical, financial services, healthcare, and industrials. Notable holdings include established leaders like Amazon.com, Microsoft, Visa, UnitedHealth Group, and NVIDIA, with a substantial portion of assets allocated to its top positions, underscoring a conviction-driven investment strategy. With a moderate expense ratio and a relatively low portfolio turnover, the fund seeks to identify and maintain positions in companies with sustainable growth prospects, making it a significant player in the large growth mutual fund category for investors seeking exposure to market-leading, innovative U.S. corporations.
Fund Family John Hancock
Category Large-Cap Growth
Performance Rating Low
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol USGLX
Share Class Class A
Index Russell 1000 Growth TR
USGLX had a total return of 2.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.73%.
