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JHancock Disciplined Value Mid Cap I (JVMIX) Fund Ranking and Research

Ranking, Research and Recommendation of JHancock Disciplined Value Mid Cap I (JVMIX) Fund

    Last Trade: $22.15 on 3/23/2017, Change: +0.06 (0.27%)

 

Graph of JHancock Disciplined Value Mid Cap I Fund (JVMIX) ManagerFund Manager - Steven L. Pollack

Fund Manager Information

Fund Manager Tenure: 15.7 years
Similar Funds: JVMAX  JVMVX 
Fund Family: John Hancock
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)

 

Graph of JHancock Disciplined Value Mid Cap I Fund (JVMIX) ProfileJHancock Disciplined Value Mid Cap I Fund (JVMIX) Profile

Fund Profile and Description

JHancock Disciplined Value Mid Cap I Fund seeks long-term growth of capital, and current income is a secondary objective. JHancock Disciplined Value Mid Cap I Fund invests at least 80% of net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations and identified by the subadviser as having value characteristics. It may also invest up to 20% of assets in non U.S. dollar-denominated securities and up to 15% in illiquid securities.

 

JHancock Disciplined Value Mid Cap I (JVMIX) Fund Strength What we like about JHancock Disciplined Value Mid Cap I (JVMIX) Fund

Data for JHancock Disciplined Value Mid Cap I Fund (JVMIX) as of May 30, 2016

  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) management has been with JHancock Disciplined Value Mid Cap I Fund for 15.7 years
  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) has good short-term performance (1-year return 0.74% vs -3.20% Mid-Cap Value category median performance)
  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) has good mid-term performance (3-year return 12.93% vs 8.20% Mid-Cap Value category median performance)
  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) has good Long-term performance (5-year return 12.48% vs 8.87% Mid-Cap Value category median performance)
  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) ratio of up-years vs down years is greater than 2
  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) has a Morningstar rating of 4 and above
  • Asset base in JHancock Disciplined Value Mid Cap I Fund (JVMIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) has an annual stock turnover rate of 47.00% vs Mid-Cap Value average of 53.78%. It is good that JHancock Disciplined Value Mid Cap I management does not trade extensively for its return.
  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) has a lower expense ratio than its Mid-Cap Value average: 0.86% vs 1.18%
  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

JHancock Disciplined Value Mid Cap I Fund (JVMIX) Weakness What we are cautious about JHancock Disciplined Value Mid Cap I (JVMIX) Fund

Data for JHancock Disciplined Value Mid Cap I Fund (JVMIX) as of May 30, 2016

  • JHancock Disciplined Value Mid Cap I Fund (JVMIX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.73 that is higher than category average of 12.6
See JHancock Disciplined Value Mid Cap I Fund (JVMIX) performance details as of May 30, 2016

 

What do you think?

 

Compare JHancock Disciplined Value Mid Cap I Fund (JVMIX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JHancock Disciplined Value Mid Cap I4.540.7412.9312.48
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
MFS Mid Cap Value A (MVCAX)6.84-0.5910.1010.52Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare JHancock Disciplined Value Mid Cap I Fund (JVMIX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of JHancock Disciplined Value Mid Cap I Fund (JVMIX) Net Asset TrackingJHancock Disciplined Value Mid Cap I (JVMIX) Fund Net Asset

Track net asset change of JHancock Disciplined Value Mid Cap I fund (JVMIX)

DateNet Asset
05/2016$11.96B
03/2016$11.49B
02/2016$10.48B
More historic net asset information on JHancock Disciplined Value Mid Cap I Fund (JVMIX)

  

Graph of JHancock Disciplined Value Mid Cap I Fund (JVMIX) Portfolio TrackingJHancock Disciplined Value Mid Cap I (JVMIX) Fund Portfolio Allocation

Track portfolio allocation change of JHancock Disciplined Value Mid Cap I fund (JVMIX)

DateCashStockBondOther
04/20162.01%97.99%0%0%
02/20163.49%96.51%0%0%
12/20152.26%97.38%0%0.36%
Click here to see more historic asset allocation information on JHancock Disciplined Value Mid Cap I Fund (JVMIX)

 

graph of JHancock Disciplined Value Mid Cap I Fund (JVMIX) Top 10 Position TrackingTop 10 Holdings in JHancock Disciplined Value Mid Cap I (JVMIX) Fund

Discover what JHancock Disciplined Value Mid Cap I Fund (JVMIX) manager is buying

Apr 29, 2016
Aon plc Class A Ordinary Shares [1.71%]
Robert Half International Inc. [1.62%]
Amdocs Limited [1.6%]
Activision Blizzard, Inc [1.58%]
Masco Corporation Common Stock [1.56%]
Regency Centers Corporation Com [1.51%]
Graphic Packaging Holding Compa [1.49%]
Equity Residential Common Share [1.42%]
Fifth Third Bancorp [1.39%]
Cardinal Health, Inc. Common St [1.36%]

Feb 28, 2016
Aon plc Class A Ordinary Shares [1.65%]
Graphic Packaging Holding Compa [1.6%]
Equifax, Inc. Common Stock [1.59%]
Amdocs Limited [1.58%]
Regency Centers Corporation Com [1.58%]
Activision Blizzard, Inc [1.56%]
Equity Residential Common Share [1.48%]
Masco Corporation Common Stock [1.47%]
Edison International Common Sto [1.45%]
Robert Half International Inc. [1.44%]

Dec 30, 2015
TD Ameritrade Holding Corporati [1.71%]
Equifax, Inc. Common Stock [1.7%]
Raymond James Financial, Inc. C [1.69%]
Activision Blizzard, Inc [1.62%]
Graphic Packaging Holding Compa [1.62%]
Equity Residential Common Share [1.54%]
Fifth Third Bancorp [1.5%]
Robert Half International Inc. [1.47%]
Regency Centers Corporation Com [1.4%]
Towers Watson & Co. [1.39%]
Click here for Stock Holding Change Map in JHancock Disciplined Value Mid Cap I Fund (JVMIX)

  

Latest News on JHancock Disciplined Value Mid Cap I (JVMIX) Fund

See what is happening with JHancock Disciplined Value Mid Cap I Fund (JVMIX)

 

JHancock Disciplined Value Mid Cap I Fund (JVMIX) Related ResourcesSee more information on JHancock Disciplined Value Mid Cap I (JVMIX) Fund

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