U
JHancock Fundamental Equity Income Fund Class C JHCOX
NASDAQ
Recommendation
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NAV
Total Assets
Dividend Yield
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Turnover Ratio
Expense Ratio
Weiss Ratings JHCOX-NASDAQ Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Company Info JHCOX-NASDAQ Click to
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Provider John Hancock
Manager/Tenure (Years) Michael Mattioli (3), Nicholas P. Renart (3), Jonathan T. White (3)
Website http://jhinvestments.com
Fund Information JHCOX-NASDAQ Click to
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Fund Name JHancock Fundamental Equity Income Fund Class C
Category Large Value
Sub-Category US Equity Large Cap Value
Prospectus Objective Equity-Income
Inception Date Apr 04, 2025
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee 0.01
Dividends and Shares JHCOX-NASDAQ Click to
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Dividend Yield --
Dividend JHCOX-NASDAQ Click to
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Dividend Yield (Forward) 2.68%
Asset Allocation JHCOX-NASDAQ Click to
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Cash 7.94%
Stock 92.06%
U.S. Stock 78.11%
Non-U.S. Stock 13.95%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History JHCOX-NASDAQ Click to
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7-Day Total Return 1.41%
30-Day Total Return -2.52%
60-Day Total Return -1.90%
90-Day Total Return -1.63%
Year to Date Total Return -0.99%
1-Year Total Return 13.46%
2-Year Total Return 19.18%
3-Year Total Return 42.30%
5-Year Total Return --
Price JHCOX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV JHCOX-NASDAQ Click to
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Nav $10.73
1-Month Low NAV $10.46
1-Month High NAV $11.08
52-Week Low NAV $10.46
52-Week Low NAV (Date) Mar 27, 2026
52-Week High NAV $14.03
52-Week High Price (Date) Dec 11, 2025
Beta / Standard Deviation JHCOX-NASDAQ Click to
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Beta 0.83
Standard Deviation 11.48
Balance Sheet JHCOX-NASDAQ Click to
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Total Assets 6.52M
Operating Ratios JHCOX-NASDAQ Click to
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Expense Ratio 1.83%
Turnover Ratio 38.00%
Performance JHCOX-NASDAQ Click to
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Last Bull Market Total Return 17.49%
Last Bear Market Total Return --