Disciplined Value Fund - John Hancock
Shareclass
Disciplined Value Fund Class A (JVLAX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Disciplined Value Fund - John Hancock
FUND COVERAGE
# of holdings85
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC0.92%$167.18M
- 2. Novo Nordisk A/S0.51%$93.25M
- 3. Philip Morris International Inc2.45%$445.04M
- 4. JPMorgan Chase & Co4.43%$804.06M
- 5. Wells Fargo & Co1.79%$324.94M
- 6. Uber Technologies Inc1.58%$285.93M
- 7. Goldman Sachs Group Inc/The1.04%$187.83M
- 8. Keysight Technologies Inc0.93%$168.13M
- 9. AbbVie Inc1.17%$212.23M
- 10. Coca-Cola Europacific Partners PLC0.61%$110.53M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc0.78%$141.8M
- 2. AutoNation Inc0.49%$88.85M
- 3. Reliance Inc0.72%$130.36M
- 4. Steel Dynamics Inc0.7%$127.24M
- 5. Canadian Natural Resources Ltd0.45%$80.79M
- 6. Blue Owl Capital Inc0.51%$92.37M
- 7. Corpay Inc0.79%$142.99M
- 8. Microchip Technology Inc1.32%$239.08M
- 9. Tenet Healthcare Corp0.62%$112.96M
- 10. Charles Schwab Corp/The1.11%$200.77M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Disciplined Value Fund - John Hancock
Totals
Holdings
Assets
Weight
Prisons
2.0
$706.71M
3.89%
Prisons high risk
1.0
$208.19M
1.15%
Private prisons
0.0
$0
0%
Borders
4.0
$1.05B
5.77%
Borders high risk
3.0
$548.93M
3.02%
Total
4.0
$1.05B
5.77%
Holdings — 4 flagged holdings
1.
Amazon.com Inc
:$498.53M
2.75%
2.
General Dynamics Corp
:$222.66M
1.23%
3.
L3Harris Technologies Inc
:$208.19M
1.15%
4.
Leidos Holdings Inc
:$118.08M
0.65%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Disciplined Value Fund - John Hancock JVLAX
Environment
Social
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