John Hancock Fundamental Large (0P00019DVS)

Overview

The fund is designed for investors looking to invest in a mix of large-capitalization company equities and, to a lesser extent, bonds, including high-yield, lower-rated bonds. With a strategy that involves investing primarily in equity securities of large-capitalization companies, the fund represents a blend of growth and income opportunities, while also assuming certain risks inherent to both equity and bond investments. Active trading strategies and a portion of the portfolio dedicated to foreign securities highlight the fund's broad, dynamic approach to asset allocation.

Products and Services

• Equity Securities of Large-Capitalization Companies

  The fund allocates the majority of its assets, at least 80%, to equities of large-cap firms. These investments aim to capitalize on the growth and stable earnings potential of established companies, targeting long-term capital appreciation.

• Foreign Securities

  Up to 35% of the fund's assets may be invested in securities outside of the United States. This component serves to diversify the portfolio and tap into the growth potential of foreign markets, while also introducing currency and geopolitical risks.

• Active Trading Strategies

  The fund may employ active trading strategies to capitalize on short-term market fluctuations. This approach aims to generate additional income for the fund and its investors, though it may also increase the risk level and the total cost due to higher transaction fees.

• Bond Investments

  Up to 20% of the fund's assets can be invested in bonds of any maturity. This includes high-yield bonds, also known as junk bonds, which may comprise up to 15% of the net assets. While these investments offer higher income potential, they come with a greater risk of default. The fund may invest in bonds rated as low as CC by S&P Global Ratings or Ca by Moody's, including their unrated equivalents.