JDVLJohn Hancock Disciplined Value Select ETF

Grow my moneyNewRanked #475 of 2,960 in this goal

Seeks long-term capital growth.

By John Hancock · Launched 2025

Annual Cost

0.01%

#76 of 5,562 · low cost

Fund Size

$896M

#1,174 of 5,562 · large

Return (1Y)Goal

N/A

Track Record

10 months

#4,649 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,748+27.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Value

What it actually holds

By weight

Concentration

Top 10 holdings = 35.7% of fund✓ well diversified

Amazon.com Inc.

4.4%

JPMorgan Chase and Co.

4.1%

Micron Technology Inc.

3.7%

Wells Fargo and Company

3.6%

Philip Morris International Inc.

3.6%

Newmont Corporation

3.6%

Morgan Stanley

3.3%

US Foods Holding Corp.

3.2%

Cencora Inc.

3.2%

CRH Public Limited Company

3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-9.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital growth.
Strategy: Actively managed fund investing primarily in equity and equity-related securities of undervalued issuers within the Russell 1000 Value Index range. Utilizes a bottom-up stock selection process based on fundamental and quantitative analysis.
Inception date: August 5, 2025
Fund family: John Hancock