John Hancock Funds III Disciplined Value Mid Cap Fund Class R2 (JVMSX)

Overview

The company operates as an investment fund focusing on generating returns primarily through equity securities. By adhering to the principle of investing a minimum of 80% of its net assets in medium market capitalization equities displaying value characteristics, the fund aims to fulfill its investment objectives under normal circumstances. The strategy incorporates using borrowed funds for investment purposes to diversify its portfolio. Furthermore, leveraging the expertise of its management, the company identifies valuable investment opportunities within this specific market segment. Additionally, the fund allows for flexibility in its investment approach by allocating up to 20% of its total assets towards foreign currency-denominated securities, enabling broader exposure and potential for higher returns.

Products and Services

• Equity Securities Investments

  The core of the company's investment strategy revolves around equity securities, particularly common stocks of issuers with medium market capitalizations. This focus leverages the potential growth and value opportunities found within this market segment, aiming to capitalize on the stocks' performance over time.

• Diversified Portfolio Management

  Management expertise plays a crucial role in constructing a diversified portfolio, which is primarily based on equity securities but also includes other assets to ensure risk is spread across different investments. The goal is to achieve a balance that maximizes returns while minimizing investment risk.

• Investment in Foreign Currency-Denominated Securities

  Up to 20% of the fund's total assets may be allocated to securities denominated in foreign currencies. This aspect of the fund's strategy aims at exploiting opportunities in foreign markets, which could lead to potentially higher yields compared to domestic markets. This diversification also helps in mitigating risks associated with fluctuations in the domestic market.