The potential benefits of active management in mid-cap value equities
For actively managed equity strategies, the challenge is to outperform while also staying within the parameters of the strategy’s mandate. This flyer shows how John Hancock Disciplined Value Mid Cap Fund (Class I: JVMIX) has performed as measured by information ratio and tracking error over a 3-year period relative to its peers in Morningstar’s mid-cap value fund category.
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Important disclosures
Important disclosures
Information ratio is a measure of portfolio management’s performance against risk and return relative to the benchmark. Tracking error is reported as a standard deviation percentage difference—the difference between the return received on an investment and that of the investment’s benchmark.
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.
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