JOHN HANCOCK ESG LARGE CAP CORE FUND CLASS A (JHJAX)

Saturday

11:15 PM

Thesis: The fund's significant decline in returns over the past year has raised concerns among investors, leading to increased scrutiny and potential outflows.

Revenue Outlook

Metric	FY2022	FY2023
Revenue	$57M	$60M
Rev. Growth	-0.1%	+6.2%
EPS	$-0.75	$-1.99
EPS Growth	-115%	-165%
P/E	—	—

What Moves the Stock

1Changes in ESG investment trends impacting inflows
2Performance of underlying large-cap equities in the portfolio
3Market sentiment towards sustainable investing
4Regulatory changes affecting ESG disclosures
5Management fees from assets under management (AUM) - 100%
6Growing demand for sustainable investment options
7Increased regulatory focus on ESG disclosures

FY2023 Snapshot

Revenue: $60M
Rev. Growth: +6.2%
Gross Margin: 100%
Op. Margin: 84.5%
Net Margin: -117%
Net Income: $-71M
NI Growth: -166%
EPS: $-1.99
1Y Return: -31.3%

JHJAX Chart

My Notes

"Investors are increasingly cautious as performance metrics fall short of expectations."
Moat: The fund's commitment to ESG principles provides a moderate moat, appealing to a growing demographic of socially responsible investors.
growth - Investors focused on long-term capital appreciation through sustainable investments are drawn to the fund.
Rising interest rates can impact the valuation of equities held in the fund, potentially leading to lower AUM and management fees as market…
Watch on earnings: Total assets under management (AUM), Net inflows/outflows, Management fee revenue growth.

One Sentence Summary:

John Hancock ESG Large Cap Core Fund Class A: the story is balanced — changes in esg investment trends impacting inflows.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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