JAEQX Mutual Fund

JAEQX Mutual Fund (John Hancock Variable Insurance Trust Small Company Value Trust Series Nav) is managed by John Hancock. JAEQX expense ratio is 1.16%, holding 226 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2005-02-28.

JAEQX performance shows a YTD return of 17.40%. The 1-year return is 22.24% and the 5-year return is 6.84%. JAEQX dividend yield stands at 8.85%, paid annually.

JAEQX top holdings include T. Rowe Price Government Reserve Fund (3.9%), Pinnacle Financial Partners In Common Stock Usd1.0 (2.5%), Columbia Banking System Inc Common Stock (1.8%), Curbline Properties Corp 0.00000000 (1.5%), Caretrust Reit Inc Reit Usd.01 (1.2%). Go to all JAEQX holdings, JAEQX sectors, or JAEQX dividends.

JAEQX can be compared against other funds. Use JAEQX overlap to find shared positions, or JAEQX vs another fund for a side-by-side view. JAEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.