John Hancock Funds Disciplined Value Fund (JVLIX) Research

The fund generally allocates a minimum of 80% of its net capital to a diverse array of equity instruments, primarily common stocks. These investments target companies with a market capitalization of $1 billion or greater, specifically those the manager has identified as exhibiting value characteristics. Furthermore, up to one-fifth of the fund's total assets may be invested in securities expressed in foreign currencies. The fund is also permitted to acquire new shares through initial public offerings (IPOs).

Market snapshot

Symbol
JVLIX
Price
$29.08
Day change
+0.31%
Market cap
$19.2B
52-week range
23.29-29.3
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Fidelity Freedom Index 2055 Fund (FFLDX)
  • Fidelity Total International Index Fund (FTIHX)
  • Janus Henderson Forty Fund (JARTX)
  • John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX)
  • Loomis Sayles Growth Fund (LSGRX)
  • T. Rowe Price Retirement 2025 Fund (TRRHX)
  • T. Rowe Price Retirement 2045 Fund (TRRKX)

Open John Hancock Funds Disciplined Value Fund (JVLIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.