Disciplined Value Mid Cap Fund - John Hancock
Shareclass
Disciplined Value Mid Cap Fund Class A (JVMAX)
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 Mid Cap Fund - John Hancock
FUND COVERAGE
# of holdings136
% of assets97%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Biogen Inc0.63%$147.52M
- 2. Marriott International Inc/MD0.47%$110.76M
- 3. Ralph Lauren Corp0.77%$180.17M
- 4. WEX Inc0.39%$92.62M
- 5. Check Point Software Technologies Ltd0.88%$207.01M
- 6. VICI Properties Inc0.38%$89.92M
- 7. Keysight Technologies Inc1.28%$302.34M
- 8. Yum! Brands Inc0.51%$120.49M
- 9. Coca-Cola Europacific Partners PLC0.52%$121.26M
- 10. eBay Inc1.16%$273.94M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Primo Brands Corp0.24%$56.54M
- 2. Markel Group Inc1.23%$290.46M
- 3. UFP Industries Inc0.51%$120.12M
- 4. Gentex Corp0.42%$97.78M
- 5. Old Dominion Freight Line Inc0.98%$230.43M
- 6. Coca-Cola Consolidated Inc0.99%$231.9M
- 7. Reliance Inc0.98%$231.62M
- 8. Lamar Advertising Co0.88%$206.64M
- 9. Permian Resources Corp0.71%$166.09M
- 10. Evercore Inc0.75%$177.61M
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 Mid Cap Fund - John Hancock
Totals
Holdings
Assets
Weight
Prisons
4.0
$804.42M
3.42%
Prisons high risk
2.0
$507.38M
2.16%
Private prisons
0.0
$0
0%
Borders
5.0
$1.1B
4.66%
Borders high risk
4.0
$892.62M
3.79%
Total
7.0
$1.39B
5.92%
Holdings — 7 flagged holdings
1.
Textron Inc
:$319.2M
1.36%
2.
Carlyle Group Inc/The
:$237.01M
1.01%
3.
CACI International Inc
:$203.99M
0.87%
4.
L3Harris Technologies Inc
:$188.18M
0.8%
5.
3M Co
$176.56M
0.75%
6.
Leidos Holdings Inc
:$148.24M
0.63%
7.
Yum! Brands Inc
$120.49M
0.51%
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 Mid Cap Fund - John Hancock JVMAX
Environment
Social
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