BOSTON, April 4, 2017—John Hancock Disciplined Value Mid Cap (JVMAX) is an Investor’s Business Daily 2017 Best Mutual Funds Award Winner, in the second annual ranking by the investment publication, announced last week. The John Hancock fund was ranked third overall in the U.S. Diversified Equity category, #1 in the Mid Cap category, and #2 in the Blend category.
Funds named to IBD’s list were chosen because they have outperformed the broad market over the past one-, three-, five- and ten-year periods. In order to make the list, funds in 12 categories must have outperformed in all four time periods. IBD makes its selections from 2,813 mutual funds that meet the criteria of having at least $100 million in assets and 10 years of operation.
“We’re honored that our Disciplined Value Mid Cap Fund has been recognized in this way by IBD, and we congratulate the portfolio management team at Boston Partners,” said Andrew G. Arnott, president and CEO of John Hancock Investments.
“This fund exemplifies our goal of consistently delivering strong risk-adjusted performance to our shareholders. And our long-standing relationship with Boston Partners shows the benefits of our managers of managers approach, whereby we seek to hire the very best investment managers from around the world to manage our funds, and then we apply our oversight and risk management process on a daily basis.”
John Hancock Disciplined Value Mid Cap Fund is managed by a team of portfolio managers at Boston Partners, part of Robeco Investment Management, Inc., led by Steven L. Pollack, CFA and Joseph F. Feeney, Jr., CFA.
Launched as a John Hancock fund in 2010, the Disciplined Value Mid Cap Fund was closed to new investors in 2014. “The decision to close the Fund was made in the best interests of our shareholders, as we believe, with Boston Partners, that capping the fund’s assets would preserve the integrity of the investment process,” Mr. Arnott said.
To view IBD’s complete list and analysis of the Best Mutual Funds 2017, please visit: www.investors.com/mutualfundawards.
About John Hancock Investments
John Hancock has helped individuals and institutions build and protect wealth since 1862. Today, we are one of the strongest and most-recognized financial brands. We serve investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests of our shareholders. Our approach to asset management has led to a diverse set of investments deeply rooted in investor needs, along with strong risk-adjusted returns across asset classes.
About John Hancock Financial and Manulife
John Hancock Financial is a division of Manulife, a leading Canada-based financial services group with principal operations in Asia, Canada, and the United States. Operating as Manulife in Canada and Asia, and primarily as John Hancock in the United States, our group of companies offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents, and distribution partners. Assets under management and administration by Manulife and its subsidiaries were $977 billion (US$728 billion) as of December 31, 2016. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.
The John Hancock unit, through its insurance companies, comprises one of the largest life insurers in the United States. John Hancock offers and administers a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, college savings, and other forms of business insurance. Additional information about John Hancock may be found at johnhancock.com.
A fund’s investment objectives, risks, charges, and expenses should be considered carefully before investing. The prospectus contains this and other important information about the fund. To obtain a prospectus, contact your financial professional, call John Hancock Investments at 800-225-5291, or visit our website at jhinvestments.com. Please read the prospectus carefully before investing or sending money.
The stock prices of midsize and small companies can change more frequently and dramatically than those of large companies. Value stocks may decline in price. Foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility and political and social instability. Large company stocks could fall out of favor, and illiquid securities may be difficult to sell at a price approximating their value. Please see the fund’s prospectus for additional risks.