John Hancock Investment Trust - John Hancock ESG All Cap Core Fund (JHKIX)
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John Hancock Investment Trust - John Hancock ESG All Cap Core Fund
John Hancock Investment Trust
601 Congress Street
Boston MA 02210
888-972-8696
Management Information
Elizabeth L. Levy,Lead Manager since June 1, 2016
Elizabeth R. Levy, CFA- Elizabeth is a senior vice president, portfolio manager and research analyst, and leads our All Cap Core and Fossil Fuel Free Core strategies. Before joining Trillium in 2012, she worked as a portfolio manager for Winslow Management Company, a division of Brown Advisory, where she had been since 2004. She managed two environmentally-focused investment strategies, the Winslow Green Large Cap strategy from 2009-2011 and the Winslow Green Growth strategy during 2011. She also provided equity research across Brown Advisory's strategies, with a focus on water companies and green transportation companies. Before joining Winslow she was a research associate for Tellus Institute, an environmental research organization. She served on the Steering Committee of the Social Investment Research Analysts Network (SIRAN), and is a previous Treasurer and Vice President of the Board of Directors of Harvest Cooperative Markets in Boston. Elizabeth holds a B.S. in Chemistry from the College of William and Mary, and a Master of Environmental Management from the Yale School of Forestry and Environmental Studies. She is a member of the Executive Committee of the Boston Chapter of the Appalachian Mountain Club. Elizabeth is also a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyJohn Hancock
Net Assets35.38M
YTD Return10.85%
Yield0.30%
Morningstar Rating★★
Inception DateJun 5, 2016
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover23.00%
Average for CategoryN/A
Fees & Expenses
ExpenseJHKIXCategory Average
Annual Report Expense Ratio (net)0.93%0.99%
Prospectus Net Expense Ratio0.93%N/A
Prospectus Gross Expense Ratio1.55%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection429N/A
5 Yr Expense Projection786N/A
10 Yr Expense Projection1,793N/A
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