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All data is as of December 31, 2019 Q4 2019

John Hancock Classic Value Fund


A : P Z FVX B: J CVBX C: J CVCX I: J CVIX R1 : J CVRX R2 : J CVS X R3 : J CVH X R5 : J CVVX R6 : J CVWX

Objective Average annual total returns1,2 %


LIFE OF LIFE OF
Long-term growth of capital QTD YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR FUND FUND DATE
Class I without sales charge 10.53 25.16 25.16 6.77 6.74 10.51 7.89 11/12/02
Use for Class A without sales charge 10.44 24.83 24.83 6.50 6.47 10.19 7.98 6/24/96

Deep value strategy Class A with sales charge 4.92 18.60 18.60 4.70 5.38 9.62 7.74 6/24/96
Russell 1000 Value Index 7.41 26.54 26.54 9.68 8.29 11.80 9.45 —
Morningstar category Large value category 7.37 24.99 24.99 9.86 7.82 10.51 8.39 —
NET CONTRACTUAL
Large Value EXPENSE RATIOS 3 GROSS (WHAT YOU PAY) THROUGH
Class I 0.93% 0.92% 6/30/2020
Strategy Class A 1.17% 1.16% 6/30/2020
Mispriced opportunities
The past performance shown here reflects reinvested distributions and the beneficial effect of any expense
Seeks to invest in good businesses that are reductions, and does not guarantee future results. Sales charge figures reflect the maximum sales charge, which is
trading at temporarily depressed prices 5.0%. Returns for periods shorter than one year are cumulative, and results for other share classes will vary.
Shares will fluctuate in value and, when redeemed, may be worth more or less than their original cost. Current
performance may be lower or higher than the performance cited. For the most recent month-end performance,
A disciplined approach visit jhinvestments.com. 
A strict buy-and-sell process helps the fund
avoid overpaying for investment opportunities
Growth of a hypothetical $10,000 investment4
Focused portfolio Class I without sales charge – 12/1/02 – 12/31/19
Designed to give more weight to the $32,515
management team's highest-conviction
investment ideas

Managed by
$10,000

Global investment manager employing a classic


deep value equity strategy that seeks to
generate excess long-term returns by focusing
Dec 2002 Jun 2006 Dec 2009 Jun 2013 Dec 2016 Dec 2019
on good businesses trading at temporarily
depressed prices

Benjamin S. Silver, CFA, CPA


On the fund since 2012.
Investing since 1991

John J. Flynn
On the fund since 2017.
Investing since 2000

Richard S. Pzena
On the fund since 1996.
Investing since 1980

1  On 11/8/02, the fund acquired all of the assets of the Pzena Focused Value Fund (predecessor fund), pursuant to a reorganization. Performance prior to 11/8/02 reflects the performance of the
predecessor fund.  2 The Russell 1000 Value Index tracks the performance of publicly traded large-cap companies in the United States with lower price-to-book ratios and lower forecasted growth values. It
is not possible to invest directly in an index. 3 “Net (what you pay)” represents the effect of a fee waiver and/or expense reimbursement and is subject to change. 4 Performance data shown excludes fees
and expenses. The performance data would be lower if such fees and expenses were included. 
John Hancock Classic Value Fund All data is as of December 31, 2019 Q4 2019

Calendar year returns % Key facts


Class I without sales charge
Total net assets $2.32 b
Portfolio turnover6 (%) 35
40
Number of holdings 39
Benchmark Russell 1000 Value Index
20 Average market cap7
Fund $63.34 b
Benchmark $130.61 b
0
Beta8 1.30
R-squared9 (%) 88.10
Sharpe ratio10 0.34
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Standard deviation11 (%)
 Classic Value Fund  Russell 1000 Value Index  Large value category Fund 16.48
16.42 -6.46 15.33 40.88 10.82 -6.94 22.32 16.75 -16.71 25.16 Benchmark 11.88
15.51 0.39 17.51 32.53 13.45 -3.83 17.34 13.66 -8.27 26.54 Upside capture ratio12 (%) 128.54
13.59 -0.84 14.55 31.15 10.15 -4.08 14.59 16.07 -8.61 24.99 Downside capture ratio12 (%) 125.67
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Based on Class I shares for the five-year period 

10 largest holdings5 % What you should know before investing


1. General Electric Company 4.41 6. Wells Fargo & Company 3.77 Value stocks may decline in price. Foreign investing,
2. Halliburton Company 4.22 7. National Oilwell Varco, Inc. 3.67 especially in emerging markets, has additional risks, such
3. Capital One Financial Corp. 4.16 8. American International Group, Inc. 3.40 as currency and market volatility and political and social
instability. A portfolio concentrated in one sector or that
4. Citigroup, Inc. 4.14 9. Morgan Stanley 3.21 holds a limited number of securities may fluctuate more
5. Lear Corp. 3.92 10. AXA Equitable Holdings, Inc. 3.01 than a diversified portfolio. Please see the fund’s
prospectus for additional risks.
Request a prospectus or summary prospectus from
Sector composition 5 %
your financial advisor, by visiting
jhinvestments.com, or by calling us at 800-225-
5291. The prospectus includes investment
Financials 39.37
objectives, risks, fees, expenses, and other
Consumer Discretionary 17.53 information that you should consider carefully
Energy 13.96 before investing.
Industrials 10.45 © 2020 Morningstar. All Rights Reserved. The information
Health Care 7.29 contained herein: (1) is proprietary to Morningstar and/or
Information Technology 6.00 its providers; (2) may not be copied or distributed; and (3)
is not warranted to be accurate, complete, or timely.
Communication Services 3.99 Neither Morningstar nor its content providers are
Utilities 1.42 responsible for any damages or losses arising from any use
of this information.  

5 Listed holdings reflect the largest portions of the fund’s total and may change at any time. They are not recommendations to buy or sell any security. Data is expressed as a percentage of net assets and
excludes cash and cash equivalents. 6 The portfolio turnover is as of the fund’s fiscal year end and is subject to change. The fund’s annual report includes further details regarding the portfolio turnover
ratio. 7 FactSet. Average market cap is based on a weighted average. 8 Beta measures the sensitivity of the fund to its benchmark. The beta of the market (as represented by the benchmark) is 1.00.
Accordingly, a fund with a 1.10 beta is expected to have 10% more volatility than the market. 9 R-squared is a measurement that indicates how closely a fund's performance correlates with the
performance of its benchmark index. R-squared can range from 0.00 to 1.00, with 1.00 indicating perfect correlation to the index. 10 Sharpe ratio is a measure of excess return per unit of risk, as defined
by standard deviation. A higher Sharpe ratio suggests better risk-adjusted performance.  11 Standard deviation is a statistical measure of the historic volatility of a portfolio. It measures the fluctuation of a
fund’s periodic returns from the mean or average. The larger the deviation, the larger the standard deviation and the higher the risk. 12 Upside capture ratio measures a manager’s performance in up
markets relative to the market itself. Downside capture ratio measures a manager’s performance in down markets relative to the market itself.
John Hancock Investment Management Distributors LLC • Member FINRA, SIPC • 200 Berkeley Street • Boston, MA 02116 • 800-225-5291 • jhinvestments.com
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.

MF771150 380HS 1/20

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