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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
1.100%
Expense Ratio
1.100%
Fee Level
Below Average
Longest Manager Tenure
21.26 years
Category
Mid-Cap Value
Investment Style
Mid Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.32%
Turnover

Morningstar’s Fund Analysis JVMAX

Will JVMAX outperform in future?

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

Director

Analyst Note

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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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