JUSOX Mutual Fund

JUSOX Mutual Fund

NAV$20.10
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Fund Essentials

Net Assets
$290M
Expense Ratio
1.10%
Dividend Yield (Current)
2.66%
Holdings
75
Inception Date
May 27, 2015
Fund Family
John Hancock Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-3.33%
1 Year+0.66%
3 Year+8.94%
5 Year+11.71%
10 Year+8.82%

Asset Allocation

Stocks: 99.12%
Cash: 0.88%
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Dividend Summary

View Details →
Dividend Yield (Current)
2.66%
Frequency
Annually
Latest Distribution
$2.63
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

JUSOX Mutual Fund Overview

JUSOX Mutual Fund (John Hancock New Opportunities Fund Class R4) is managed by John Hancock Investment Management with $290.4M in net assets. JUSOX expense ratio is 1.10%, holding 75 positions across various sectors. Inception date: 2015-05-27.

JUSOX performance shows a YTD return of -3.33%. The 1-year return is 0.66% and the 5-year return is 11.71%. JUSOX dividend yield stands at 2.66%, paid annually.

JUSOX top holdings include a diversified portfolio. Go to all JUSOX holdings, JUSOX sectors, or JUSOX dividends.

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