JHMC

John Hancock Multifactor Consumer Discretionary ETF
*Unless otherwise stated, data provided by FactSet.

JHMC Fund Description

JHMC tracks an index of US consumer discretionary stocks, weighted for exposure to 4 factors: small size, low relative price, high profitability and high momentum.

JHMC Factset Analytics Insight

JHMC 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. JHMC reweights the universe of US consumer cyclical 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.

JHMC MSCI ESG Analytics Insight

John Hancock Multifactor Consumer Discretionary ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.67 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. John Hancock Multifactor Consumer Discretionary ETF ranks in the 31st percentile within its peer group and in the 44th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

JHMC Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 11/12/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
JHMC 1.21% 5.90% 22.79% 9.96% 11.64% -- --
JHMC (NAV) 1.37% 5.89% 22.31% 10.99% 11.54% -- --
John Hancock Dimensional Consumer Discretionary Index 1.40% 5.94% 22.74% 11.41% 12.01% 9.25% --
Thomson Reuters US Cyclicals -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

JHMC Summary Data

John Hancock
09/28/15
Open-Ended Fund
0.40%
$40.58M
$86.73K
0.13%

JHMC Portfolio Data

$93.74B
24.37
5.66
1.20%
N/A
113

JHMC Index Data

Multi-Factor
Market Cap
Thomson Reuters US Cyclicals

JHMC Portfolio Management

0.40%
-0.41%
-0.34%
-0.49%

JHMC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

JHMC Fund Structure

Open-Ended Fund
No
Yes
No Policy
N/A
N/A
Medium
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

JHMC Factset Analytics Block Liquidity

As of 11/13/19
5
4
3
2
1

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

JHMC Tradability

2,415
$86.73K
1,164
$46.92K
0.13%
$0.04
-0.02%
1.34% / -2.00%
None
100.00%
10,000
0.12
0.15%
0.00%
0
$34.28
5

JHMC Sector/Industry Breakdown


JHMC
Segment Benchmark
27.11%
19.09%
25.13%
16.10%
18.12%
28.44%
8.41%
5.34%
6.69%
5.85%
3.47%
--
2.04%
--
1.84%
1.19%
1.53%
1.50%
1.50%
--

JHMC Top 10 Holdings[View All]

30.01%

JHMC Countries


JHMC
Segment Benchmark
100.00%
100.00%

JHMC Regions


JHMC
Segment Benchmark
100.00%
100.00%

JHMC Economic Development


JHMC
Segment Benchmark
100.00%
100.00%

JHMC Performance Statistics

0.94
0.93
0.88
0.94
0.27%
Thomson Reuters US Cyclicals

JHMC MSCI ESG Ratings

BBB
4.67 / 10
44.25
30.77
8.71%
1.97%
60.09

JHMC Benchmark Comparison Holdings

113
340
92
49.57%

JHMC Benchmark Comparison Summary


JHMC
Segment Benchmark
113
340
$93.74B
$237.63B
24.37
26.42
5.66
5.01
1.53%
1.28%
Low
High

JHMC Benchmark Comparison Market Cap Size


JHMC
Segment Benchmark
71.59%
82.21%
28.20%
13.79%
0.22%
3.65%
0.00%
0.35%