John Hancock ESG Large Cap Core Fund Class A
JHJAX
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- John Hancock ESG Large Cap Core Fund Class A (JHJAX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of large-capitalization U.S. companies meeting stringent environmental, social, and governance (ESG) criteria. The fund, launched on June 6, 2016, and domiciled in the United States, allocates at least 80% of its net assets (plus any borrowings for investment purposes) to a diversified portfolio of large-cap blend equities, emphasizing U.S. stocks (approximately 91%) with limited non-U.S. exposure (8%), while applying qualitative and quantitative screens to exclude companies primarily engaged in fossil fuel production, coal mining, agricultural biotechnology, pornography, private prisons, or tar sands activities unless they demonstrate credible transitions to low-carbon models. It targets institutional and retail investors seeking core equity exposure with responsible investing principles, maintaining total net assets of approximately $131 million as of recent reports, a net expense ratio of 1.12%, and a front-end load of 5.00%; top holdings include Microsoft Corp., NVIDIA Corp., Apple Inc., Alphabet Inc., and Costco Wholesale Corp., comprising about 31% of the portfolio. Managed by a team led by Portfolio Manager Cheryl Smith of Trillium Asset Management (since inception), with Mitali Prasad since March 2021 and Kathleen Bochman since March 2025, the fund operates within the large blend category and is part of John Hancock Investment Trust, under the broader Manulife John Hancock Investments platform headquartered in Boston, Massachusetts. In a significant recent development, shareholders approved a tax-free reorganization in December 2025, under which the ESG Large Cap Core Fund will transfer all assets and liabilities to the John Hancock Fundamental Large Cap Core Fund, with the transaction expected to close on or about January 9, 2026, after which the ESG Large Cap Core Fund will terminate; the fund ceased accepting new investors effective July 28, 2025, but remains open to existing shareholders for purchases and redemptions until closing. For the fiscal year ended October 31, 2024, the fund delivered a total return of 31.49% (Class A excluding sales charges), outperforming select benchmarks, amid a portfolio growth of a hypothetical $10,000 investment to $130 with annualized returns of 24.93% (1-year), 11.77% (5-year), and 12.16% (since inception).