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John Hancock Exchange-Traded Fund Trust(JHAC)
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)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JHAC
11/06/2026: JHAC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
JHAC is an actively managed, non-transparent ETF providing exposure to a broad range of U.S. companies across all market capitalizations. It aims to generate long-term capital appreciation by utilizing the management team's proprietary bottom-up fundamental analysis to select high-quality, growth-oriented companies. Its primary strengths lie in the potential for active management to outperform passive benchmarks and the protection afforded by its non-transparent structure. Investors should be mindful of its relatively high expense ratio, limited liquidity, and the inherent risk that active stock picking may underperform the broad market over time. It is best suited for long-term investors who prioritize active stock selection over the lowest possible cost, provided they closely monitor the fund's relative performance against broad market indices.
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 | Mixed fit | The fund targets growth drivers, but its 'All Cap Core' mandate may limit exposure compared to pure-play growth funds. |
| Momentum investor | Weak fit | The fund's fundamental, bottom-up approach is generally not optimized for momentum-based tactical trading. |
| Value investor | Mixed fit | The fund incorporates value opportunities, though it is not a dedicated value-factor product. |
| Dividend/Income investor | Weak fit | Capital appreciation is the primary goal, not dividend yield, though it may provide some income. |
| Low-risk investor | Weak fit | As an active equity fund, it carries inherent market and selection risks inappropriate for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Investors looking for an actively managed U.S. equity core holding who believe in the ability of active managers to pick winners and are comfortable with a non-transparent structure.
Suitability
Best for long-term investors seeking alpha-oriented exposure; less suitable for active traders or those seeking low-cost passive index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Active equity management can lead to performance swings differing significantly from the broader market. |
| Market risk | High | The fund is fully invested in equities and will fall if the overall U.S. stock market declines. |
| Concentration | Medium | Active picking may result in overweights in specific sectors or companies relative to the index. |
| Tracking/expense | Medium | The higher active expense ratio requires consistent outperformance to add value over passive alternatives. |
| Liquidity | High | Low assets and trading volume can make it difficult to enter or exit positions without impacting the price. |
| Business/sector quality | Medium | Performance relies on the manager's ability to correctly vet the quality of individual businesses. |
Risk Analysis
Volatility
Moderate to high, as is typical for an active all-cap equity fund.
Market Risk
Primary risk is the performance of U.S. equities, supplemented by stock-selection risk inherent in active management.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities (Core Holdings) | 65 | Provides stable foundation through established large-cap companies with strong cash flows. |
| Market capitalization | Mid-Cap and Small-Cap U.S. Equities | 25 | Adds growth potential and diversification outside of mega-cap stocks. |
| Geography | International/Foreign Equity Exposure | 7 | Provides geographic diversification to capture global growth opportunities. |
| Cash/collateral | Cash and Cash Equivalents | 3 | Maintains liquidity for tactical portfolio adjustments and operational needs. |
Analysis of Past Performance
Type ETF | Historic Profit 7.3% | Avg. Invested days 57 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |

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