JVMAX Mutual Fund

JVMAX Mutual Fund (John Hancock Disciplined Value Mid Cap Fund Class A) is managed by John Hancock Investment Management with $22.50B in net assets. JVMAX expense ratio is 1.10%, holding 139 positions across sectors including Materials, Financials, Industrials. Inception date: 1997-06-02.

JVMAX performance shows a YTD return of 7.97%. The 1-year return is 8.11% and the 5-year return is 9.79%. JVMAX dividend yield stands at 0.55%.

JVMAX top holdings include Kinross Gold Corp (5.3%), Nutrien Ltd (4.8%), Novartis Ag – Class N (4.5%), Samsung Electronics Co Ltd (4.4%), Roche Holding Ag (4.2%). Go to all JVMAX holdings, JVMAX sectors, or JVMAX dividends.

JVMAX can be compared against other funds. Use JVMAX overlap to find shared positions, or JVMAX vs another fund for a side-by-side view. JVMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.