John Hancock Disciplined Value Mid Cap's cultivation of the next generation of management talent reinforces a Morningstar Analyst Rating of Silver for its cheapest shares and Bronze for its priciest one.
Will JVMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JVMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JVMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JVMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.