JHMF

John Hancock Multifactor Financials ETF
C

84
  • Overview
  • Efficiency
  • Tradability
  • Fit

JHMF Fund Description

The John Hancock Multifactor Financials ETF tracks an index of US financial stocks, weighted for exposure to 4 factors: small size, low relative price, high profitability and high momentum.

JHMF Factset Analytics Insight

JHMF is one of a suite of new funds from John Hancock, a long-established insurance company which is new to ETFs. The funds also represent a first foray into ETFs for sub-advisor DFA, one of the pioneers of factor-based investing, which has historically limited its products to certain institutions and advisors. JHMF reweights the universe of US financial stocks, emphasizing exposure to four factors—size, value, profitability and momentum—that research has linked to higher returns. The fund isn't cheap, but its fee seems reasonable for what it does. Trading may be difficult until asset levels pick up. Look for full scoring in March 2016.

JHMF MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of December 10, 2017 the John Hancock Multifactor Financials ETF MSCI ESG Fund Quality Score is 4.25 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. JHMF ranks in the 28th percentile within its peer group and in the 13th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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JHMF Top 10 Countries

JHMF Top 10 Sectors

JHMF Top 10 Holdings View All

JHMF Summary Data

John Hancock
09/28/15
Open-Ended Fund
0.5%
$58.72M
$275.97K
0.27%

JHMF Portfolio Data

$93.87B
18.84
1.62
0.94%
N/A
157

JHMF Index Data

Multi-Factor
Market Cap
Thomson Reuters US Financials

Related ETFs to JHMF

FXO, FNCF, XLF, VFH, IYF
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

JHMF Portfolio Management

0.5%
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--
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JHMF Tax Exposures

20% / 39.6%
--
Qualified dividends
No

JHMF Fund Structure

Open-Ended Fund
No
No
No Policy
N/A
N/A
Medium
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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LAST 10 TRADES
TIMEPRICESHARES
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Bats BZX Real-time Quote - 18:17:59
Daily Spread
Premium/Discount
Volume

JHMF Factset Analytics Block Liquidity

As of 12/11/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of JHMF. JHMF is rated a 5 out of 5.

JHMF Tradability

7,614
$275.97K
1,470
$51.03K
0.27%
$0.09
0.07%
1.54% / -0.84%
None
100%
50,000
0.03
0.03%
0.01%
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$36.9
5

JHMF Geographic Exposure

JHMFSegment Benchmark
99.99% 100.00%
0.01% --

JHMFSegment Benchmark
99.99% 100.00%
0.01% --
0.00% / 0.00% 0.00% / 0.00%

JHMF Performance Statistics

0.97
1.1
1.1
1.18
0.15%
Thomson Reuters US Financials

JHMF MSCI ESG Ratings

4.25 / 10
28.19
13.09
3.87%
0.4%
23.99

JHMF BENCHMARK COMPARISON

    JHMF
    157 Holdings
    Segment Benchmark
    534 Constituents
    Shared Holdings
    141 (Count)
     
    59.40% (Weight)
JHMFSegment Benchmark
125.86 B 93.87 B
75.30% 74.08%
19.05% 25.92%
5.37% 0.00%
0.28% 0.00%
2.04% 1.53%