John Hancock Funds Disciplined Value Mid Cap Fund

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JHancock Disciplined Value Mid Cap R6 (JVMRX)
Type
Open-end mutual fund
Military weapon grade: Fund is invested in military contractors above the threshold of 4%. Assigned a grade of F.
How we track weapon investments
F
$2.58 BILLION
Military weapons
13
military weapon stocks found
11%
of assets flagged
Data as of 31 Jan 2025
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
13
holdings
$2.58B
invested
11%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
7
holdings
$1.2B
invested
5.22%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
3
holdings
$633.72M
invested
2.74%
of portfolio
Military weapon companies
13 holdings
13 holdings
  • 1.  Howmet Aerospace Inc
    $472.06M
    2.04%
  • 2.  Textron Inc
    Nuclear weaponsControversial weapons
    $291.75M
    1.26%
  • 3.  Parker Hannifin Corp
    $255.51M
    1.11%
  • 4.  Keysight Technologies Inc
    $250.79M
    1.09%
  • 5.  AMETEK Inc
    $235.55M
    1.02%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

John Hancock Funds Disciplined Value Mid Cap Fund earns an F grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on JVMRX at Morningstar.com
Current fund
JVMRX
John Hancock Funds Disciplined Value Mid Cap Fund
Family
John Hancock
Category
Mid-Cap Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.75% less in annualized returns
More invested in military weapons 
7.72% more invested
More invested in major military contractors 
7.72% more invested
More invested in manufacturers/servicers of nuclear weapons 
2.88% more invested
More invested in manufacturers of controversial weapons 
1.27% more invested
Current fund
JVMRX
John Hancock Funds Disciplined Value Mid Cap Fund
Family
John Hancock
Category
Mid-Cap Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.75% less in annualized returns
More invested in military weapons 
7.72% more invested
More invested in major military contractors 
7.72% more invested
More invested in manufacturers/servicers of nuclear weapons 
2.88% more invested
More invested in manufacturers of controversial weapons 
1.27% more invested
Current fund
JVMRX
John Hancock Funds Disciplined Value Mid Cap Fund
Family
John Hancock
Category
Mid-Cap Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.75% less in annualized returns
More invested in military weapons 
7.72% more invested
More invested in major military contractors 
7.72% more invested
More invested in manufacturers/servicers of nuclear weapons 
2.88% more invested
More invested in manufacturers of controversial weapons 
1.27% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
JVMRX - John Hancock Funds Disciplined Value Mid Cap Fund
-0.47%
5.82%
18%
8.72%
11% 
Benchmark
IVV - iShares Core S&P 500 ETF
8.22%
9.03%
19%
12%
3.45% 
Fund compared to benchmark
 
-8.68%
-3.22%
-0.74%
-3.75%
7.72%  higher
Find more financial data on JVMRX at Morningstar.com
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