The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Mid Cap Index. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities that compose the fund's benchmark index. The index is designed to comprise a subset of securities in the U.S. Universe issued by companies whose market capitalizations are between the 200th and 951st largest U.S. company at the time of reconstitution.
Inception Date: 28/09/2015
Primary Benchmark: JH Dimensional Mid Cap TR USD
Primary Index: S&P 500 TR USD
Gross Expense Ratio: 1.11%
Management Expense Ratio: 0.44 %
|LHX||L3Harris Technologies, Inc||0.78 %|
|XEL||Xcel Energy Inc||0.50 %|
|UAL||United Airlines Holdings, Inc||0.46 %|
|RSG||Republic Services, Inc||0.42 %|
|SNPS||Synopsys, Inc||0.41 %|
|CTAS||Cintas Corporation||0.41 %|
|SBAC||SBA Communications Corporation||0.40 %|
|NVR||NVR, Inc||0.40 %|
|PH||Parker-Hannifin Corporation||0.40 %|
|TSS||Total System Services, Inc||0.39 %|
|APXTU||APEX TECHNOLOGY ACQUISITION CO..||0.00 %||
|NET||Cloudflare, Inc||0.00 %||
|MLPE||C-Tracks ETNs on the Miller/Ho..||0.00 %||
|NRGD||MicroSectors U.S. Big Oil Inde..||0.00 %||
|NRGO||MicroSectors U.S. Big Oil Inde..||0.00 %||
|NRGU||MicroSectors U.S. Big Oil Inde..||0.00 %||
|NRGZ||MicroSectors U.S. Big Oil Inde..||0.00 %||
|AEF||Aberdeen Emerging Markets Equi..||0.00 %||
|AFFS||AmTrust Financial Services, In..||0.00 %||
|AFFT||Amtrust Financial Services Inc||0.00 %||
|Market Performance vs.
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||9.43%||56%||F||74%||C|
|Risk Adjusted Return||95.00%||87%||B+||87%||B+|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The company has under performed its peers on annual average total returns in the past 5 years.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.