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JHancock Disciplined Value Mid Cap A JVMAX

Analyst rating as of
NAV / 1-Day Return
22.29  /  3.15 %
Total Assets
17.5 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Below Average
Longest Manager Tenure
21.26 years
Mid-Cap Value
Investment Style
Mid Blend
Min. Initial Investment
TTM Yield

Morningstar’s Fund Analysis JVMAX

Will JVMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Analyst Promoted to Management Team at JHancock Disciplined Value Mid Cap; Ratings Unchanged


Analyst Note


Boston Partners has announced that analyst Tim Collard will be promoted to assistant portfolio manager on JHancock Disciplined Value Mid Cap (which Boston Partners subadvises) on Jan. 1, 2023. Collard, who came to Boston Partners in 2018, brings 16 years of industry experience and will assist lead manager Steven Pollack with security selection, portfolio construction, and risk management. Pollack, the longtime lead manager, will retain his role and responsibilities as lead portfolio manager and has no current plans to step down. Boston Partners previously signaled this move, and it does not come as a surprise.

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