John Hancock Funds III Disciplined Value Fund Class R4 (JDVFX)

Overview

The fund is designed for investors looking for a mix of equity securities, focusing primarily on entities with a substantial market presence, evidenced by a market capitalization of $1 billion or more. Emphasizing value characteristics, the fund aims to diversify its portfolio by investing in a range of sectors. In addition to its main focus on domestic equity securities, it reserves the right to invest a portion of its assets in securities denominated in foreign currencies, potentially enhancing its global reach and exposure to international markets. The fund also seeks opportunities in initial public offerings (IPOs), aiming to benefit from the potential growth associated with newly public companies.

Products and Services

• Diversified Equity Portfolio

  A cornerstone of the fund’s strategy is its investment in a diversified portfolio of equity securities, specifically targeting companies with a market capitalization of $1 billion or greater. This approach is designed to mitigate risk while seeking growth through investing in established companies identified by the manager as having value characteristics.

• Foreign Currency-Denominated Securities Investment

  To complement its primary investment strategy, the fund allocates up to 20% of its total assets in securities that are denominated in foreign currencies. This diversification tactic aims to exploit potential gains from foreign markets and currency fluctuations, thereby offering a broader investment horizon and the potential for enhanced returns.

• Initial Public Offerings (IPOs) Participation

  The fund takes an active stance by participating as a purchaser in initial public offerings of securities. This involvement allows the fund to invest in companies at the onset of their public journey, potentially capitalizing on the early stages of their market growth and contributing positively to the fund’s overall performance.