U.S. equity investing at John Hancock Investment Management

Investing in U.S. equities is one of the best ways to build wealth over the long term. Explore time-tested strategies for overcoming short-term setbacks and making the most of the market’s long-term potential.

U.S. equity funds are designed to help:

  • Pursue capital appreciation 
  • Provide diversification from non-U.S. equities


Equities have helped investors build wealth

More than any other investment, stocks represent the dynamic nature and growth potential of a country’s economy. Over time, stocks have helped millions of investors build wealth, outpacing bonds and inflation over the long term despite wars, recessions, and a host of other setbacks along the way.

Stocks have outpaced bonds and inflation over time, despite a litany of volatility-inducing events


Market pullbacks are normal

Occasionally, setbacks to the market’s overall advance can make stock investing feel like a losing proposition. The challenge for investors is to ride out these temporary storms and remember that while the market doesn’t go up in a straight line, it has gone up over time.

The market will often experience setbacks before moving higher 

S&P 500 Index (1983–2019)


U.S. equities have always recovered

Any investor who has lived through a bear market knows how unpleasant it can be. History shows, however, that U.S. stocks have always recovered, and that bull markets have created far more wealth over time than bear markets have taken away. 

Bull markets have tended to outlast bear markets

S&P 500 Index (1946–2019)

Average duration
Average return
Bull markets
130 months
Bear markets
16 months

Three time-tested strategies for U.S. equity investors

1. Invest regularly

Steadily investing through market setbacks takes advantage of temporarily low prices.

Buy and hold

$10,000 invested in stocks at the start of the 2007/2008 financial crisis (December 2007)

Steady investing

$5,000 invested in stocks at the start of the 2007/2008 financial crisis (December 2007), plus $100 invested monthly (from January 2008 to February 2012), for a total of $10,000


2. Stay invested

Because market rebounds are unpredictable, staying invested may ensure you won’t miss them.

The cost of moving in and out of funds

Average annual returns (1998–2018)

The average fund holding period was just 4.03 years, and that lack of patience came at a price.

The value of staying invested

20-year growth of $10,000 (1999–2019)

Staying fully invested helps ensure that you don’t miss the market’s best days.


3. Diversify

Owning a broad mix of asset classes increases your chances of navigating the market’s

winners and losers.


Finding the best specialized manager for every fund we offer

Our multimanager approach puts us in a unique position to evaluate the skill sets, track records,

and experience of today’s portfolio managers, and our U.S. equity lineup features a range of

portfolios managed by some of the industry’s best teams.

Boston Partners
GW&K Investment Management
Dimensional Fund Advisors
Manulife Investment Management
Pzena Investment Management
Redwood Investments
Sustainable Growth Advisers
Trillium Asset Management
T. Rowe Price
Wellington Management

Explore our U.S. equity funds

At John Hancock Investment Management, our U.S. equity funds are designed to address a range of investor needs. We’ve offered U.S. equity strategies to individual and institutional investors for more than 30 years, and today we oversee over $50 billion in U.S. equities across a range of strategies, managed by some of the best specialized portfolio teams from around the world.

JCVIX Classic Value Fund Pzena Investment Management Large Value Deep value strategy
JVLIX Disciplined Value Fund Boston Partners Large Value Core large-cap holding
JVMIX Disciplined Value Mid Cap Fund Boston Partners Mid-Cap Value Core mid-cap holding
JHJIX ESG Large Cap Core Fund Trillium Asset Management Large Blend Opportunistic equity holding
JFIFX Financial Industries Fund Manulife Investment Management Financial Financials sector exposure
JFCIX Fundamental All Cap Core Fund Manulife Investment Management Large Blend Core equity holding
JLVIX Fundamental Large Cap Core Fund Manulife Investment Management Large Blend Core large-cap holding
JHML Multifactor Large Cap ETF Dimensional Fund Advisors Large Blend Core equity holding
JHMM Multifactor Mid Cap ETF Dimensional Fund Advisors Mid-Cap Blend Core equity holding
JHSC Multifactor Small Cap ETF Dimensional Fund Advisors Small Blend Core equity holding
JHSOX New Opportunities Fund GW&K Investment Management Small Growth Small-cap core holding
PDT Premium Dividend Fund Manulife Investment Management Closed-End Preferred Stock Diversifying sources of equity income
JRBFX Regional Bank Fund Manulife Investment Management Financial Regional bank sector exposure
JCCIX Small Cap Core Fund Manulife Investment Management Small Blend Core small-cap holding
JSJIX Small Cap Growth Fund Redwood Investments Small Growth Small-cap growth holding
JSCBX Small Cap Value Fund Wellington Management Small Value Small-cap value holding
HTD Tax-Advantaged Dividend Income Fund Manulife Investment Management Closed-End Allocation- 50% to 70% Equity Tax-sensitive equity income
USLIX U.S. Global Leaders Growth Fund Sustainable Growth Advisers Large Growth Conservative large-cap growth
JSGIX U.S. Growth Fund Wellington Management Large Growth Core large-cap growth holding
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Investing involves risks, including the potential loss of principal. These products carry many individual risks, including some that are unique to each fund. Please click a fund's name above to learn all of the risks associated with each investment.