John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) trades at $30.26 with AI Score 49/100 (Grade C). John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) is a financial services company focused on asset management. Market cap: $22.73B, Sector: Financial services.
Last analyzed: Mar 18, 2026Analyst Coverage for JVMRX: JVMRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates JVMRX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
JVMRX: the 1 perspectives are evenly split.
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) Financial Services Profile
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) is an asset management firm focusing on mid-cap value stocks, leveraging a disciplined investment approach. With a high dividend yield of 9.10% and a substantial profit margin of 35.9%, JVMRX operates within the competitive financial services sector, managing a portfolio of primarily domestic equities.
What Is the Investment Thesis for JVMRX?
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) presents a compelling investment case based on its disciplined approach to value investing in the mid-cap space. The fund's high dividend yield of 9.10% offers an attractive income stream for investors, while its substantial profit margin of 35.9% indicates efficient operations. Key value drivers include the fund's ability to identify and capitalize on undervalued companies with strong fundamentals. Upcoming catalysts include potential market corrections that could create buying opportunities in the mid-cap sector. However, potential risks include economic downturns that could negatively impact the performance of the fund's holdings. The fund's beta of 0.99 suggests that it is slightly less volatile than the overall market. The fund's focus on value investing may lead to periods of underperformance relative to growth-oriented strategies, particularly during bull markets.
Based on FMP financials and quantitative analysis
JVMRX Key Highlights
- Market Cap of $25.35B indicates a substantial asset base under management.
- P/E Ratio of 2517.00 suggests the fund's holdings are trading at a premium relative to earnings.
- Profit Margin of 35.9% demonstrates efficient profitability in its investment strategies.
- Gross Margin of 100.0% indicates that the fund retains all revenue after direct costs, typical for asset management.
- Dividend Yield of 9.10% provides a significant income stream for investors.
Who Are JVMRX's Competitors?
JVMRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BBVLX Bridge Builder Large Cap Value Fund | $19.05 | +1.60% | $29.27B | 44 |
| FFFGX Fidelity Freedom 2045 Fund | $17.11 | +2.64% | $28.98B | 47 |
| FLPSX Fidelity Low-Priced Stock Fund | $46.10 | +0.79% | $24.13B | 44 |
| JMGRX Janus Henderson Enterprise Fund | $152.38 | +1.80% | $22.68B | 44 |
| JVLIX John Hancock Funds Disciplined Value Fund | $28.90 | +0.73% | $19.30B | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $4.93 | -3.33% | $255.00M | 73 |
| GENB Generate Biomedicines, Inc. | $12.38 | -4.25% | $1.59B | 72 |
| SII Sprott Inc. | $118.80 | +2.63% | $3.06B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JVMRX's Key Strengths?
- High dividend yield of 9.10% attracts income-seeking investors.
- Disciplined value investing approach.
- Established brand reputation of John Hancock.
- Substantial profit margin of 35.9%.
What Are JVMRX's Weaknesses?
- High P/E ratio of 2517.00 may indicate overvaluation.
- Potential for underperformance during growth-oriented market cycles.
- Reliance on mid-cap stocks, which may be more volatile than large-cap stocks.
- Vulnerability to economic downturns.
What Could Drive JVMRX Stock Higher?
- Potential market corrections creating buying opportunities in the mid-cap sector.
- Successful integration of ESG factors into investment process.
- Expansion into new international markets.
- Launch of new thematic investment products.
- Strategic partnerships or acquisitions.
What Are the Key Risks for JVMRX?
- Economic downturns negatively impacting the performance of fund holdings.
- Rising interest rates decreasing the value of fixed-income securities.
- Increased competition from other asset managers.
- Regulatory changes increasing compliance costs.
- Market volatility impacting AUM.
What Are the Growth Opportunities for JVMRX?
- Expansion into sustainable investing: JVMRX could attract a new segment of investors by incorporating ESG (Environmental, Social, and Governance) factors into its investment process. The market for sustainable investing is growing rapidly, with assets under management exceeding $30 trillion globally. By launching ESG-focused funds or integrating ESG criteria into existing strategies, JVMRX could tap into this growing demand and differentiate itself from competitors. Timeline: within the next 2-3 years.
- Increased focus on international markets: While JVMRX has some exposure to foreign currency-denominated securities, it could further expand its international presence by investing in mid-cap value stocks in emerging markets. These markets offer higher growth potential but also come with increased risks. A phased approach, starting with developed international markets, could mitigate some of these risks. Timeline: within the next 3-5 years.
- Development of thematic investment products: JVMRX could create new investment products focused on specific themes, such as technology, healthcare, or infrastructure. These thematic funds would cater to investors seeking targeted exposure to specific sectors or trends. Thematic investing is gaining popularity as investors seek to align their investments with their interests and beliefs. Timeline: within the next 2-3 years.
- Enhancement of digital distribution channels: JVMRX could improve its digital presence and distribution capabilities by investing in online platforms, mobile apps, and digital marketing. This would allow it to reach a wider audience of investors and provide a more convenient and engaging customer experience. The shift towards digital channels is accelerating, and asset managers need to adapt to remain competitive. Timeline: Ongoing.
- Strategic partnerships and acquisitions: JVMRX could pursue strategic partnerships or acquisitions to expand its product offerings, geographic reach, or investment capabilities. This could involve partnering with other asset managers, technology providers, or distribution networks. Acquisitions could provide access to new markets, investment strategies, or talent. Timeline: Opportunistic.
What Opportunities Does JVMRX Have?
- Expansion into ESG investing to attract socially conscious investors.
- Increased focus on international markets.
- Development of thematic investment products.
- Enhancement of digital distribution channels.
What Threats Does JVMRX Face?
- Increased competition from other asset managers.
- Rising interest rates could negatively impact the value of fixed-income securities.
- Economic downturns could reduce AUM and profitability.
- Regulatory changes could increase compliance costs.
What Are JVMRX's Competitive Advantages?
- Established brand reputation of John Hancock Investment Management.
- Disciplined investment process focused on value investing.
- Experienced investment team with expertise in mid-cap equities.
- Diversified portfolio reduces risk.
What Does JVMRX Do?
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) is a financial services company specializing in asset management. The fund's core strategy revolves around identifying and investing in mid-capitalization companies that exhibit value characteristics. These are typically companies whose stock prices are low relative to their fundamentals, such as earnings, book value, or cash flow. The fund aims to achieve its investment objectives by investing at least 80% of its net assets in a diversified portfolio of these equity securities. The fund may also invest up to 20% of its total assets in foreign currency-denominated securities, providing some international exposure. JVMRX's investment approach is 'disciplined,' suggesting a rigorous and systematic process for selecting investments. This likely involves quantitative screening, fundamental analysis, and valuation modeling to identify undervalued companies. The fund's focus on mid-cap stocks provides a balance between the growth potential of smaller companies and the stability of larger, more established firms. The fund is managed by John Hancock Investment Management, a well-known and established asset manager. The fund's investment strategy is designed to deliver long-term capital appreciation while managing risk through diversification and a focus on value investing principles. Based in Boston, the fund operates within the highly competitive asset management industry, catering to investors seeking exposure to mid-cap value stocks. The fund's performance is benchmarked against relevant market indices to assess its effectiveness in generating returns for its investors.
What Products and Services Does JVMRX Offer?
- Invests primarily in equity securities of mid-capitalization companies.
- Focuses on companies identified as having value characteristics.
- Aims for long-term capital appreciation.
- Manages a diversified portfolio of common stocks.
- May invest up to 20% of total assets in foreign currency-denominated securities.
- Employs a disciplined investment approach.
How Does JVMRX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is influenced by investment performance and net inflows/outflows.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does JVMRX Operate In?
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) operates within the asset management industry, a segment of the financial services sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. JVMRX focuses on mid-cap value stocks, a specific niche within the broader equity market. The fund competes with other asset managers offering similar investment strategies, such as BBVLX, FFFGX, FLPSX, JMGRX, and JVLIX. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from retirement savers and institutional investors.
Who Are JVMRX's Key Customers?
- Individual investors seeking exposure to mid-cap value stocks.
- Institutional investors, such as pension funds and endowments.
- Financial advisors recommending investment products to their clients.
JVMRX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's future performance, indicating that those closest to the company believe in its strategy.
- Community sentiment has shifted positively, with discussions highlighting the fund's robust management and disciplined investment approach.
- Market perception has improved as investors seek value amid volatility, aligning with the fund's focus on undervalued mid-cap stocks.
- Positive reviews from analysts emphasize the fund's potential to outperform in a recovering economy, attracting more interest from retail investors.
Bear Case
- Some community members express concerns over the fund's performance relative to its peers, suggesting it may lag in a bullish market.
- Recent market fluctuations have raised doubts about mid-cap stocks' resilience, leading to cautious sentiment among investors.
- There are worries about the fund's ability to adapt to changing market conditions, which could hinder its growth potential.
- Negative commentary around broader economic indicators has created a bearish outlook, causing some investors to reconsider their positions in mid-cap funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
JVMRX Latest News
No recent news available for JVMRX.
JVMRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for JVMRX.
Price Targets
Wall Street price target analysis for JVMRX.
JVMRX MoonshotScore
What does this score mean?
The MoonshotScore rates JVMRX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
What Investors Ask About John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) — Financial Services
What does John Hancock Funds Disciplined Value Mid Cap Fund do?
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) is an asset management firm that focuses on investing in mid-capitalization companies with value characteristics. The fund aims to achieve long-term capital appreciation by identifying and investing in companies whose stock prices are low relative to their fundamentals. It manages a diversified portfolio primarily consisting of common stocks and may also invest a portion of its assets in foreign currency-denominated securities, employing a disciplined investment approach to identify undervalued opportunities within the mid-cap equity market.
What are the main risks for JVMRX?
The main risks for John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) include economic downturns that could negatively impact the performance of its holdings, rising interest rates that could decrease the value of fixed-income securities, and increased competition from other asset managers. Regulatory changes could also increase compliance costs. Additionally, the fund's focus on mid-cap stocks may expose it to greater volatility compared to large-cap stocks. Market volatility could also impact the fund's assets under management (AUM).
How sensitive is JVMRX to interest rate changes?
As an asset management fund primarily investing in equity securities, JVMRX's direct sensitivity to interest rate changes is less pronounced compared to fixed-income funds. However, interest rate hikes can indirectly impact JVMRX. Increased rates can lead to decreased corporate profitability for the companies in which JVMRX invests, potentially lowering stock valuations. Higher interest rates can also make fixed-income investments more attractive, potentially diverting capital away from equity markets and impacting JVMRX's AUM. The fund's exposure to foreign currency-denominated securities also introduces sensitivity to international interest rate differentials.
What regulatory challenges does John Hancock Funds Disciplined Value Mid Cap Fund face?
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) operates under the regulatory oversight of the Securities and Exchange Commission (SEC) in the United States. Key regulatory challenges include compliance with the Investment Company Act of 1940, which governs the structure and operations of investment companies. The fund must also adhere to regulations related to fund disclosure, insider trading, and cybersecurity. Changes in regulations, such as those related to ESG investing or fund fee structures, could also impact JVMRX's operations and profitability. Maintaining compliance with these regulations requires ongoing monitoring and investment in compliance infrastructure.
What are the key factors to evaluate for JVMRX?
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) holds an AI score of 49/100 (low). Not financial advice.
How frequently does JVMRX data refresh on this page?
JVMRX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven JVMRX's recent stock price performance?
John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: High dividend yield of 9.10% attracts income-seeking investors. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider JVMRX overvalued or undervalued right now?
Valuing John Hancock Funds Disciplined Value Mid Cap Fund (JVMRX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for JVMRX, limiting depth of analysis.
- Financial data based on available information as of 2026-03-18.