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Morningstar

JHancock US Global Leaders Growth A USGLX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
51.21  /  0.33 %
Total Assets
2.3 Bil
Adj. Expense Ratio
1.130%
Expense Ratio
1.130%
Fee Level
Above Average
Longest Manager Tenure
27.18 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
32%

USD | NAV as of Dec 02, 2022 | 1-Day Return as of Dec 02, 2022, 9:32 PM GMT+00:00

Morningstar’s Fund Analysis USGLX

Will USGLX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USGLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the USGLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of USGLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Looming retirements lower conviction.

Analyst

Summary

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The upcoming retirement of the firm founders increases uncertainty and lowers our conviction in John Hancock U.S. Global Leaders Growth's team relative to peers within the ultracompetitive U.S. large-growth arena, leading to a downgrade of the fund’s Morningstar Analyst Rating to Bronze from Silver for its cheapest share classes; pricier ones have dropped to Bronze from Neutral, and one stays at Neutral.

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