John Hancock Funds Disciplined Value Fund
Shareclass
JHancock Disciplined Value R5 (JDVVX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,105 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
John Hancock Funds Disciplined Value Fund JDVVX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Sanofi SA ADR0.22% of assets$34.57M invested
- 2. AstraZeneca PLC ADR0.75% of assets$119.07M invested
- 3. JPMorgan Chase & Co4.81% of assets$758.62M invested
- 4. Wells Fargo & Co1.48% of assets$233.11M invested
- 5. Uber Technologies Inc1.43% of assets$225.49M invested
- 6. Philip Morris International Inc2.29% of assets$361.71M invested
- 7. The Goldman Sachs Group Inc0.83% of assets$131.57M invested
- 8. Keysight Technologies Inc1.01% of assets$158.58M invested
- 9. Teck Resources Ltd Class B (Sub Voting)0.9% of assets$142.29M invested
- 10. Coca-Cola Europacific Partners PLC0.58% of assets$92.03M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Lennar Corp Class A0.7% of assets$111.06M invested
- 2. AutoNation Inc0.97% of assets$152.45M invested
- 3. Canadian Natural Resources Ltd0.75% of assets$118.62M invested
- 4. Blue Owl Capital Inc Ordinary Shares - Class A1.04% of assets$163.35M invested
- 5. Microchip Technology Inc0.57% of assets$90.33M invested
- 6. Westinghouse Air Brake Technologies Corp1.16% of assets$183.41M invested
- 7. Kenvue Inc1.22% of assets$192.44M invested
- 8. Builders FirstSource Inc0.58% of assets$91.68M invested
- 9. Corpay Inc1.48% of assets$233.99M invested
- 10. Charles Schwab Corp0.75% of assets$117.84M invested
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Financial performance
Performance data provided by
Find more financial data on JDVVX at Morningstar.com
Find more financial data on JDVVX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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