Making its debut on 09/28/2015, smart beta exchange traded fund John Hancock Multifactor Mid Cap ETF (JHMM) provides investors broad exposure to the Style Box - Mid Cap Blend category of the market.
Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the John Hancock Multifactor Mid Cap ETF (JHMM), a passively managed exchange traded fund launched on September 28, 2015.
A smart beta exchange traded fund, the John Hancock Multifactor Mid Cap ETF (JHMM) debuted on 09/28/2015, and offers broad exposure to the Style Box - Mid Cap Blend category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,563 | $414,337.21 | $482,216.42 | $67,879.21 | 16.38% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 35,906 | $1.84M | $2.66M | $812,469.23 | 44.09% |
| RR rosemary richard WCG Wealth Advisors LLC | 86,428 | $5.78M | $6.34M | $563,088.26 | 9.74% |
| YA Yinka Akinsola Blue Trust Inc. | 462 | $26,504.8 | $33,948.45 | $7,443.65 | 28.08% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 46,766 | $2.13M | $3.43M | $1.3M | 61.17% |
| ARCA Exchange | US Country |
This investment firm focuses on a specific segment of the market by structuring its portfolio around a carefully selected index. The index targets companies ranked from the 200th to the 951st in terms of market capitalization within the U.S. market, during the reconstitution period. By pledging to invest a minimum of 80% of its net assets, plus any funds borrowed for investment purposes, into securities that comprise its chosen index, the fund aims to offer investors a calculated approach to mid-cap investing. This strategy is designed to capture the growth potential of mid-sized U.S. companies, which may exhibit more growth potential than larger corporations while potentially being less volatile than smaller ones.
This product is a direct implementation of the company's investment strategy. It pools the invested funds to purchase securities from the U.S. companies ranked between the 200th and 951st in terms of market capitalization. The focus is on mid-cap companies that may offer a balance of growth potential and stability, aiming to reflect the performance of the fund’s underlying index. This offers an opportunity for investors to gain exposure to a specific segment of the U.S. equity market through a single investment.