John Hancock Funds Disciplined Value Fund Class R6 (JDVWX)

$23.03
D Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Large Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
John Hancock Funds Disciplined Value Fund Class R6 36 1.02 -1.96% -3.15% 0.73%
U.S. Large Cap - Value 35 1.01 -8.32% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 7.42% 3.70% 3.72%
Year-to-Date -1.96% -8.32% 6.36%
1 Year -11.39% 0.00% -11.39%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

36%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 36% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.73%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$930

Real cost (fees + lost compounding)

$1,151

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-6.19%