John Hancock Disciplined Value Fund Class R6 (JDVWX)

Overview

The fund stands out as a distinguished entity specializing in managing a diversified portfolio predominantly composed of equity securities. With a strategic focus on investing a minimum of 80% of its net assets in equity securities such as common stocks, this fund is tailored for investors looking towards issuers with a market capitalization of $1 billion or greater. These issuers are carefully identified based on their value characteristics, underscoring the fund's commitment to value investing. Additionally, the fund showcases its global perspective and flexibility by allocating up to 20% of its total assets in foreign currency-denominated securities, thereby offering investors an avenue to diversify their investment portfolio internationally.

Products and Services

• Diversified Equity Portfolio

  This product focuses on investing in a wide range of equity securities, primarily common stocks, of issuers with significant market capitalization (above $1 billion). It aims to ensure investors benefit from the growth potential of these companies, which are identified based on their value characteristics. This strategy is designed for investors seeking growth through value investing.

• Foreign Currency-Denominated Securities

  Offering an investment opportunity in up to 20% of its total assets, this service provides exposure to foreign markets through securities denominated in various currencies. It is a strategic option for investors looking to diversify their portfolio beyond domestic markets and tap into the potential of foreign economies.

• Initial Public Offerings (IPO) Participation

  The fund also engages in participating as a purchaser in initial public offerings of securities. This service is particularly appealing to investors keen on investing in companies at their IPO stage, providing a unique opportunity to invest in potential growth stocks from their inception.