John Hancock Funds Disciplined Value Mid Cap Fund
JVMRX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston MA 02210 Boston MA United States of America 02210
- IPO Date
- Aug 31, 2011
- CIK
- 0001329954
- Website
- jhinvestments.com
- Similar Companies
- Business
- John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) is an actively managed open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of mid-cap companies exhibiting attractive valuations and strong fundamentals. The fund employs a disciplined value investment strategy, focusing on stocks selected through a quantitative screening process combined with fundamental analysis; it targets companies with market capitalizations typically between $2 billion and $10 billion, emphasizing those trading at discounts to intrinsic value based on metrics such as price-to-earnings, price-to-book, and free cash flow yield. Core offerings include shares available to retail and institutional investors through various share classes, with JVMRX representing the retirement class; the fund provides daily liquidity, professional portfolio management, and diversification across sectors like industrials, financials, consumer discretionary, and information technology. John Hancock Investment Management, the fund's adviser and a division of Manulife Financial Corporation, oversees operations from its headquarters in Boston, Massachusetts, where the firm was established in 1968 as part of the historic John Hancock organization dating back to 1823. The fund operates globally but maintains a primary focus on U.S.-domiciled mid-cap equities, with limited exposure to international markets; it serves target customers including retirement plans, individual investors, financial advisors, and institutional portfolios seeking value-oriented mid-cap exposure. Geographic operations span North America, with distribution through broker-dealers, retirement platforms, and direct channels in the United States and Canada. In recent developments, the fund benefited from John Hancock's strategic enhancements in 2024, including the integration of advanced ESG (environmental, social, and governance) screening tools into its disciplined value methodology to appeal to sustainability-focused investors; additionally, Manulife announced a major expansion of its U.S. mutual fund lineup in late 2024 through a partnership with BlackRock for enhanced index benchmarking capabilities. The fund underwent a portfolio manager transition in early 2025, with the addition of experienced value strategist Sara Calcagno to the team, aiming to refine stock selection amid market volatility; no significant acquisitions or name changes have occurred, but assets under management grew by approximately 15% year-over-year as of December 2025, reflecting strong inflows driven by mid-cap value rotation trends.