JHML - ETF AI Analysis
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John Hancock Multifactor Large Cap ETF (JHML)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Fund Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several major technology and internet names in the top holdings have delivered strong year-to-date performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any single industry struggles.
Negative Factors
Heavy U.S. Market Concentration
With almost all assets in U.S. stocks, the ETF offers very little geographic diversification and is highly tied to the U.S. market’s fortunes.
Mixed Performance Among Top Holdings
Some large positions, including well-known technology and financial names, have shown weak or negative year-to-date performance, which can drag on overall returns.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for a large-cap ETF, meaning fees may be higher than some cheaper index alternatives.
JHML vs. SPDR S&P 500 ETF (SPY)
AUM1.17B
RegionNorth America
Expense Ratio0.29%
Beta0.92
IssuerJohn Hancock
Inception DateSep 28, 2015
Dividend Yield0.96%
Asset ClassEquity
Index TrackedJohn Hancock Dimensional Large Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume41,679
30 Day Avg. Volume26,978
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
103.64Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering776
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JHML Summary
The John Hancock Multifactor Large Cap ETF (JHML) tracks the John Hancock Dimensional Large Cap Index, focusing mainly on big, well-established U.S. companies. It holds many familiar names such as Apple and Amazon, and spreads investments across sectors like technology, finance, and health care. Someone might invest in this ETF to get broad, one-stop exposure to large U.S. companies and to diversify their portfolio while aiming for long-term growth. A key risk is that it is heavily invested in large U.S. stocks, especially tech, so its value can rise or fall sharply with the overall stock market.
How much will it cost me?The John Hancock Multifactor Large Cap ETF (JHML) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This cost is slightly higher than average for passively managed ETFs because it uses a multifactor strategy to optimize returns by considering factors like value, quality, and momentum.
What would affect this ETF?The John Hancock Multifactor Large Cap ETF (JHML) could benefit from strong growth in the technology sector, which makes up a significant portion of its holdings, as well as continued innovation and consumer demand for products from top companies like Nvidia, Microsoft, and Apple. However, potential risks include economic slowdowns, rising interest rates that could impact large-cap growth stocks, and regulatory changes affecting major tech firms or financial institutions. Its focus on U.S. equities also means performance is closely tied to the health of the U.S. economy.
JHML Top 10 Holdings
JHML is leaning heavily on U.S. Big Tech and chip names, with Nvidia, Apple, and Amazon doing much of the heavy lifting as their shares keep climbing on the back of AI and cloud optimism. Alphabet’s twin share classes add another steady tech engine, while Micron has been on a tear, giving the fund an extra boost from the semiconductor boom. On the flip side, Microsoft looks a bit tired lately and JPMorgan is treading water, so financials aren’t pulling their weight. Overall, this is a U.S.-centric, tech-tilted story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.25% | $49.82M | $5.10T | 44.72% | 76 Outperform | |
| Apple | 4.13% | $48.33M | $4.38T | 47.40% | 79 Outperform | |
| Amazon | 2.82% | $33.02M | $2.63T | 11.66% | 71 Outperform | |
| Alphabet Class A | 2.74% | $32.09M | $4.46T | 111.68% | 85 Outperform | |
| Microsoft | 2.57% | $30.05M | $2.82T | -24.42% | 79 Outperform | |
| Broadcom | 1.91% | $22.42M | $1.96T | 54.52% | 76 Outperform | |
| Meta Platforms | 1.61% | $18.89M | $1.47T | -19.28% | 76 Outperform | |
| Micron | 1.60% | $18.68M | $1.28T | 892.28% | 79 Outperform | |
| JPMorgan Chase | 1.13% | $13.19M | $871.43B | 19.12% | 72 Outperform | |
| Eli Lilly & Co | 1.00% | $11.70M | $1.03T | 43.01% | 72 Outperform |
JHML Technical Analysis
Neutral
―
Price Trends
86.81
Positive
83.71
Positive
81.38
Positive
Market Momentum
0.51
Positive
51.38
Neutral
52.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JHML, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 88.53, equal to the 50-day MA of 86.81, and equal to the 200-day MA of 81.38, indicating a neutral trend. The MACD of 0.51 indicates Positive momentum. The RSI at 51.38 is Neutral, neither overbought nor oversold. The STOCH value of 52.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JHML.
JHML Peer Comparison
Comparison Results
Performance Comparison
JHML
John Hancock Multifactor Large Cap ETF
88.09
15.95
22.11%
MGC
Vanguard Mega Cap ETF
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RWL
Invesco S&P 500 Revenue ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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VFLO
VictoryShares Free Cash Flow ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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