JHMLJohn Hancock Multifactor Large Cap ETF

Grow my money10y track recordRanked #583 of 2,960 in this goal

Seeks investment results that closely correspond to the performance of its Index.

By John Hancock · Launched 2015

Annual Cost

0.29%

#1,391 of 5,562 · low cost

Fund Size

$1.2B

#1,034 of 5,562 · large

Return (1Y)Goal

+26.5%

Track Record

10 years

#1,351 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,373+23.7%

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

Index enhanced

Factor

Multifactor

Index tracked

John Hancock Dimensional Large Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 23.9% of fund✓ well diversified

NVIDIA Corporation

4.1%

Apple Inc.

3.9%

Alphabet Inc.

3.2%

Microsoft Corporation

3.2%

Amazon.com Inc.

2.9%

Meta Platforms Inc.

1.9%

Broadcom Inc.

1.7%

JPMorgan Chase and Co.

1.1%

Eli Lilly and Company

1.0%

Berkshire Hathaway Inc.

0.9%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

31.2%

Financial Services

13.1%

Industrials

11.6%

Consumer Cyclical

10.1%

Healthcare

8.9%

Communication

8.1%

Consumer Defensive

4.7%

Energy

3.9%

Other

8.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

11.9%Moderate

Year-on-year price swings

Max drawdown

-36.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.07Strong risk-adjusted returns

Sortino (3Y)

1.57Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that closely correspond to the performance of its Index.
Strategy: Invests primarily in securities that compose its Index, which targets larger U.S. companies using a multifactor approach. Adjusts weights based on market capitalization, relative price, and profitability, with a cap of 4% on individual companies.
Inception date: September 28, 2015
Fund family: John Hancock