John Hancock Disciplined Value International Select ETF (JDVI)

Overview

The provided company description outlines a fund focused on investing in non-U.S. large and mid-capitalization companies that are considered to be undervalued according to the fund's defined value criteria. The fund aims to allocate at least 80% of its net assets, in addition to any borrowings for investment purposes, towards a portfolio of equity and equity-related securities meeting these standards. A noteworthy aspect of the fund’s strategy is its inclination towards companies outside the U.S., thus offering investors exposure to international markets. The fund is characterized as non-diversified, which implies a concentration of investments in fewer issuers than a diversified fund, potentially increasing the risk and reward from those investments.

Products and Services

• Equity and Equity-Related Securities Investment:

  This service involves the fund committing at least 80% of its net assets, alongside any borrowings for investment purposes, to equity and equity-related securities issued by non-U.S. companies. Target companies are large to mid-capitalization entities that meet the fund’s specific value criteria, aiming to identify undervalued opportunities in international markets.

• Non-Diversified Fund Structure:

  The fund operates as a non-diversified entity, allowing for a concentrated investment strategy in fewer issuers. This structure aims to provide investors with the potential for significant returns by focusing on a limited selection of equity and equity-related securities that the management believes to be undervalued. However, it also entails a higher level of risk compared to diversified funds due to the reduced number of investments.