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JHancock Global Thematic Opps A (JTKAX)

14.59 +0.08 (+0.55%)
At close: 8:00 PM EDT

Fund Summary

The fund aims to achieve capital growth by investing mainly in equities and equity-related securities (including American, Global, and European Depositary Receipts (ADRs, GDRs, and EDRs)) issued by companies throughout the world. Under normal market conditions, at least 40% of the value of the fund's net assets will be invested in securities of issuers domiciled outside of the United States, including in emerging markets.

JHancock Global Thematic Opps A

Boston MA 02210
601 Congress Street

Fund Overview

Category World Large-Stock Blend
Fund Family John Hancock
Net Assets 176.22M
YTD Return 13.87%
Yield 0.38%
Morningstar Rating
Inception Date Dec 14, 2018

Fund Operations

Last Dividend 0.06
Last Cap Gain 0.00
Holdings Turnover 71.00%
Average for Category --

Fees & Expenses

Expense JTKAX Category Average
Annual Report Expense Ratio (net) 1.19% 0.95%
Prospectus Net Expense Ratio 1.19% --
Prospectus Gross Expense Ratio 1.36% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.11%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Hans Peter Portner, Lead Manager since December 14, 2018
Hans Peter Portner joined Pictet Asset Management in 1997 and is Head of the Thematic Equities team and a Senior Investment Manager.He began his investment career in 1992 as a Portfolio Manager for international equities with UBS Brinson in Basel, where he managed single country funds and capital preservation funds. In 1997, he joined Pictet Asset Management in Geneva as Senior Investment Manager for international equities. He held the same role in London from 1999 to 2001. Hans Peter holds a Master’s in Economics from the University of Bern, and is a Chartered Financial Analyst (CFA).

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

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