John Hancock Funds Disciplined Value Mid Cap Fund Class ADV (JVMVX)
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John Hancock Funds Disciplined Value Mid Cap Fund Class ADV
John Hancock Funds
601 Congress Street
Boston MA 02210
888-972-8696
Management information
Steven L. Pollack,Lead manager since 30 June 2001
Mr. Pollack is a portfolio manager for Boston Partners Mid Cap Value Equity product. He has been with Boston Partners since 2000. He joined the firm from Hughes Investments where he spent twelve years as an equity portfolio manager, managing value equity across the market capitalization spectrum. He also oversaw the outside investment managers who manage assets for Hughes’ pension plan. He began his career at Hughes as an Investment Analyst where he spent four years covering a variety of industries and sectors. Prior to that, he was with Remington, Inc., and Arthur Anderson & Co. Mr. Pollack is a graduate from Georgia Institute of Technology and holds an M.B.A. from The Anderson School of Management at the University of California at Los Angeles. He holds the Chartered Financial Analyst® designation. He has thirty-six years of investment experience.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Value
Fund familyJohn Hancock
Net assets11.73B
YTD return-13.16%
Yield0.75%
Morningstar rating★★★★★
Inception date11 Jul 2010
Fund operations
Last dividend0.14
Last cap gain0.00
Holdings turnover54.00%
Average for categoryN/A
Fees and expenses
ExpenseJVMVXCategory average
Annual report expense ratio (net)1.11%1.01%
Prospectus net expense ratio1.11%N/A
Prospectus gross expense ratio1.12%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.38%
Max deferred sales loadN/A1.14%
3-yr expense projection355N/A
5-yr expense projection616N/A
10-yr expense projection1,362N/A
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