JHACJohn Hancock Fundamental All Cap Core ETF

Grow my money2y track recordRanked #2,684 of 2,960 in this goal

Seeks long-term capital appreciation.

By John Hancock · Launched 2023

Annual Cost

0.72%

#3,574 of 5,562 · average

Fund Size

$4M

#5,178 of 5,562 · small

Return (1Y)Goal

+3.5%

Track Record

2 years

#3,273 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,454+4.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 46.9% of fundmoderately concentrated

Amazon.com Inc.

8.0%

Alphabet Inc.

7.5%

Microsoft Corporation

6.9%

Hologic Inc.

3.9%

NVIDIA Corporation

3.8%

Taiwan Semiconductor Manufacturing Company Limited

3.7%

Cheniere Energy Inc.

3.6%

KKR and Co. Inc.

3.4%

Lennar Corporation

3.4%

Meta Platforms Inc.

2.8%

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

-24.4%Moderate

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 appreciation.
Strategy: Actively managed ETF investing primarily in equity securities across all market capitalizations. Focuses on identifying companies with strong growth drivers and competitive advantages, using fundamental analysis to assess intrinsic value.
Inception date: November 1, 2023
Fund family: John Hancock