JVMSX Mutual Fund

JVMSX Mutual Fund (John Hancock Disciplined Value Mid Cap Fund Class R2) is managed by John Hancock Investment Management with $22.50B in net assets. JVMSX expense ratio is 1.24%, holding 139 positions across sectors including Materials, Financials, Industrials. Inception date: 2012-03-01.

JVMSX performance shows a YTD return of 7.88%. The 1-year return is 7.98% and the 5-year return is 9.63%. JVMSX dividend yield stands at 0.38%.

JVMSX 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 JVMSX holdings, JVMSX sectors, or JVMSX dividends.

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