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Upturn AI SWOT - About
John Hancock Multifactor Mid Cap ETF (JHMM)
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Upturn Advisory Summary
06/30/2025: JHMM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 12.43% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 49.07 - 64.50 | Updated Date 06/29/2025 |
52 Weeks Range 49.07 - 64.50 | Updated Date 06/29/2025 |
Upturn AI SWOT
John Hancock Multifactor Mid Cap ETF
ETF Overview
Overview
The John Hancock Multifactor Mid Cap ETF (JHMM) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Mid Cap Index. It employs a multifactor investment strategy, selecting mid-cap stocks based on relative price, profitability, and investment factors.
Reputation and Reliability
John Hancock is a well-established financial services firm with a long history in investment management.
Management Expertise
The management team has extensive experience in factor-based investing and ETF management.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Mid Cap Index.
Investment Approach and Strategy
Strategy: The ETF tracks the John Hancock Dimensional Mid Cap Index, which uses a multifactor model to select mid-cap stocks.
Composition The ETF primarily holds mid-cap U.S. stocks.
Market Position
Market Share: JHMM holds a small but significant share within the broader mid-cap ETF market.
Total Net Assets (AUM): 1748000000
Competitors
Key Competitors
- IVOO
- IJH
- VO
Competitive Landscape
The mid-cap ETF market is dominated by a few large, broad-based ETFs. JHMM competes by offering a multifactor approach. A key advantage for JHMM is its factor-based methodology, which aims to outperform cap-weighted indices. A disadvantage is that factor performance can vary over time, and periods of underperformance may occur compared to peers.
Financial Performance
Historical Performance: Historical performance data unavailable in this turn.
Benchmark Comparison: Benchmark comparisons unavailable in this turn.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average daily trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting decent trading efficiency.
Market Dynamics
Market Environment Factors
JHMM is affected by overall economic conditions, interest rate movements, and factors impacting mid-cap companies.
Growth Trajectory
The growth trajectory of JHMM depends on the continued interest in factor-based investing and the relative performance of mid-cap stocks.
Moat and Competitive Advantages
Competitive Edge
JHMM's multifactor approach to selecting mid-cap stocks differentiates it from cap-weighted indices. Its focus on relative price, profitability, and investment factors can lead to improved risk-adjusted returns over the long term. The ETF's methodology is transparent and rules-based. The ETF may appeal to investors seeking a more sophisticated approach to mid-cap investing than traditional market-cap weighted ETFs.
Risk Analysis
Volatility
The ETF's volatility is similar to other mid-cap ETFs and the broader market, reflecting the inherent risk of equity investments.
Market Risk
The ETF is subject to market risk, as its value can fluctuate based on economic conditions and investor sentiment. Additionally, the multifactor strategy carries the risk that the selected factors may underperform in certain market environments.
Investor Profile
Ideal Investor Profile
JHMM is suitable for investors seeking exposure to mid-cap stocks with a potentially enhanced return profile through factor-based investing.
Market Risk
JHMM is best suited for long-term investors who understand factor investing and are willing to accept the potential for periods of underperformance compared to traditional market-cap weighted indices.
Summary
The John Hancock Multifactor Mid Cap ETF offers exposure to mid-cap stocks through a factor-based approach. Its multifactor methodology aims to enhance returns by selecting stocks based on price, profitability, and investment factors. JHMM is suitable for long-term investors comfortable with factor investing and its associated risks. However, investors should compare JHMM with other mid-cap ETFs to ensure it aligns with their investment goals. The ETF's expense ratio and liquidity should also be considered when making investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- John Hancock Funds website
- ETF.com
- Morningstar
- etfdb.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About John Hancock Multifactor Mid Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities that compose the fund's index. The index is designed to comprise a subset of securities in the U.S. Universe issued by companies whose market capitalizations are between the 200th and 951st largest U.S. company at the time of reconstitution.
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