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JHACJohn Hancock Fundamental All Cap Core ETF

Grow my money2y track recordRanked #2,713 of 2,998 in this goal

Seeks long-term capital appreciation.

By John Hancock · Launched 2023

Annual Cost

0.72%

#3,731 of 5,861 · average

Fund Size

$4M

#5,338 of 5,861 · small

Return (1Y)Goal

+5.5%

Track Record

2 years

#3,192 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,671+6.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 43.5% of fundmoderately concentrated

Amazon.com Inc.
7.6%
Alphabet Inc.
6.5%
Cheniere Energy Inc.
4.8%
ISHARES EXPANDED TECH-SOFTWARE ISHARES EXPANDED TECH-SOFTWA
4.0%
NVIDIA Corporation
3.8%
KKR and Co. Inc.
3.7%
Taiwan Semiconductor Manufacturing Company Limited
3.6%
Meta Platforms Inc.
3.4%
ISHARES RUSSELL 3000 ETF ISHARES RUSSELL 3000 ETF
3.1%
Roper Technologies Inc.
3.1%

Asset allocation

Stocks
97.8%
Cash
2.2%

By sector

Technology
27.5%
Consumer Cyclical
23.9%
Financial Services
15.9%
Communication
8.9%
Industrials
6.5%
Healthcare
6.3%
Energy
4.9%
Real Estate
3.5%
Other
2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.4%Moderate

Year-on-year price swings

Max drawdown
-24.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in equity securities spanning the capitalization spectrum. The manager identifies growth and value opportunities through fundamental analysis, seeking companies with sustainable cash flow and competitive advantages. Not an index fund.
Inception date
November 1, 2023
Fund family
John Hancock

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Data updated on 2026-08-04