John Hancock II Small Cap Value Fund Class NAV (JSCNX)

Overview

The fund operates primarily within the small-cap spectrum of the market, emphasizing investments in companies that appear undervalued according to certain financial metrics. With a dedication to capitalizing on potential growth opportunities, the fund allocates at least 80% of its net assets, including any borrowings destined for investment purposes, to small-cap entities. The aim is to identify these undervalued companies that show promising prospects for capital appreciation. By focusing on the U.S. small-cap sector, the fund provides an investment opportunity that leverages the potential high growth of these enterprises. The investment strategy, fundamentally value-oriented, stands on rigorous proprietary research, aiming to uncover those companies with compelling value characteristics that are overlooked by the market. The fund’s management team applies a meticulous approach, evaluating stocks through industry-specific valuation standards, seeking to optimize investment returns for the fund’s participants.

Products and Services

The fund's investment offerings are centered around identifying and capitalizing on undervalued small-cap companies in the U.S. The products and services designed for investors include:

• Diversified Small-Cap Equity Investments: The cornerstone of the fund’s offerings, focusing on a diversified mix of common stocks within the U.S. small-cap domain. Each investment choice is meticulously selected based on the potential for capital appreciation, driven by the value-oriented investment philosophy of the fund.
• Proprietary Fundamental Research: This service is the backbone of the fund's investment process, where stocks are chosen based not on popular market trends but on an in-depth, proprietary analysis. This fundamental research evaluates companies based on unique value characteristics and industry-specific valuation criteria, aiming to identify those stocks that are significantly undervalued by the market.