Jhancock Disciplined is trading at 24.34 as of the 19th of July 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 24.32. Jhancock Disciplined has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of 1 billion or greater and identified by the manager as having value characteristics. More on Jhancock Disciplined Value
Jhancock Disciplined Value [JDVNX] is traded in USA and was established 19th of July 2025. Jhancock Disciplined is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Value category and is part of John Hancock family. The entity is thematically classified as Large Value Funds. This fund currently has accumulated 16.37 B in assets under management (AUM) with no minimum investment requirementsJhancock Disciplined is currently producing year-to-date (YTD) return of 8.08% with the current yeild of 0.01%, while the total return for the last 3 years was 14.96%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jhancock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jhancock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jhancock Disciplined Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jhancock Disciplined Value Mutual Fund Constituents
Other Information on Investing in Jhancock Mutual Fund
Jhancock Disciplined financial ratios help investors to determine whether Jhancock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jhancock with respect to the benefits of owning Jhancock Disciplined security.