John Hancock ETF Performance and Key Holdings Analysis

John Hancock Multifactor Large Cap ETF shows solid gains with a year-to-date performance of 2.69% and 24.56% over the past year. Investors should take note of its substantial assets and focus on large-cap stability.

Date: 20-01-2025

AI Rating: 7

Performance Overview

The John Hancock Multifactor Large Cap ETF (JHML) has demonstrated significant returns, with an approximate growth of 24.56% over the past year. Such performance may attract investors as it indicates sound management and selection strategies in the large-cap blend segment.

Top Holdings Insight

In terms of asset allocation, JHML has a notable focus on Information Technology, with 24% of its portfolio allocated to this sector. Major individual holdings like Apple Inc (AAPL), Microsoft Corp (MSFT), and Nvidia Corp (NVDA) account for a combined portion of the fund, influencing its performance due to their own market dynamics.

Expense Ratio

The fund's expense ratio sits at 0.29%, comparable to peer products. Keeping costs low is crucial for long-term investor returns, making JHML a competitive choice in the ETF marketplace.

Market Stability

Focus on large-cap companies typically signifies lower volatility and steady cash flow, which may reassure investors worried about market fluctuations. With a beta of 1.01, JHML shows it closely follows market movements, hinting at standard risk levels in the current economic environment.

Sector Allocation

Annual performance amidst economic changes, combined with a diversified portfolio of 774 holdings, suggests a well-rounded approach for mitigating company-specific risks. The blend of value and growth characteristics inherent in large-cap companies represents a stable investment strategy.

Overall Assessment

Given the fund's strong performance metrics, low expenses, and substantial asset base, JHML is well-positioned for potential investor interest. As it seeks to match the performance of a reputable index, its management strategy aligns with broad market trends.

Stocks: AAPL MSFT NVDA IVV SPY