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- Upturn Summary
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Upturn AI Summary
John Hancock Disciplined Value Select ETF(JDVL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JDVL
10/28/2026: JDVL (2-star) is currently NOT-A-BUY. Pass it for now.
John Hancock Disciplined Value Select ETF (JDVL) provides active, fundamental-based exposure to US large-cap value stocks. Its primary strength lies in its ability to selectively avoid lower-quality value stocks, offering a potentially more robust portfolio than traditional index-tracking alternatives. It is well-suited for long-term investors seeking to complement a growth portfolio or to gain professional management in the value space. However, investors should monitor the fund’s expense ratio relative to cheaper passive alternatives and the manager's performance against the Russell 1000 Value Index. Its performance is highly dependent on market cycles that favor fundamental valuation over speculative growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value characteristics and typically avoids high-growth, high-multiple technology stocks. |
| Momentum investor | Weak fit | The fund's valuation-based approach is often contrary to momentum strategies that seek out trending asset prices. |
| Value investor | Strong fit | JDVL is specifically designed for investors targeting companies trading at a discount to their intrinsic value. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than yield maximization. |
| Low-risk investor | Mixed fit | As an equity-only fund, it remains subject to general stock market risk despite its conservative value selection criteria. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term growth through a disciplined value approach, who believes professional active management can add value over a passive index.
Suitability
JDVL is best suited for long-term investors looking for core equity exposure with a focus on fundamental valuation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, the price will fluctuate with broader market sentiment and economic news. |
| Market risk | Medium / high | Systemic economic downturns will negatively impact the performance of all large-cap value stocks. |
| Concentration | Medium | The fund may occasionally overweight certain sectors based on manager conviction, increasing sector-specific risk. |
| Tracking/expense | Low | Active management entails higher fees than passive alternatives, which must be overcome by performance alpha. |
| Liquidity | Low | Trading large-cap stocks generally offers high liquidity, limiting impact costs for most retail investors. |
| Business/sector quality | Medium | The fund relies on fundamental analysis, making it vulnerable to errors in assessing corporate quality. |
Risk Analysis
Volatility
JDVL exhibits volatility consistent with the broader large-cap US equity market, though it is often tempered by its focus on quality value stocks.
Market Risk
The fund is inherently exposed to the systemic risk of the US economy, meaning significant macroeconomic shocks will impact its valuation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | This provides core exposure to established US companies that form the foundation of many diversified portfolios. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | This small liquidity buffer is held to manage inflows, outflows, and daily portfolio operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 11.66% | Avg. Invested days 83 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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