John Hancock Classic Value Fund Q4 2025 Commentary

John Hancock Investment Management27 FollowersFollow5ShareSavePlay(5min)CommentsSummaryU.S. broad market indexes rose in the quarter, capping a year characterized by investor enthusiasm for AI and continued leadership from momentum-oriented stocks.The fund outperformed its benchmark, the Russell 1000 Value Index, during the quarter; however, it remained behind the index on a full-year basis.Consumer discretionary, financials, and consumer staples were the portfolio's best-performing sectors this quarter.The largest individual contributor was discount retailer Dollar General, which delivered strong same-store sales and margin improvement, exceeding expectations.The portfolio remains positioned across idiosyncratic investment controversies, with exposure to businesses where near-term challenges obscure durable earnings power. BlackJack3D/iStock via Getty Images Highlights U.S. broad market indexes rose in the quarter, capping a year characterized by investor enthusiasm for AI and continued leadership from momentum-oriented stocks. The fund outperformed its benchmark, the Russell 1000 Value Index, during the quarter; however, it This article was written byJohn Hancock Investment Management27 FollowersFollowA company of Manulife Investment Management, John Hancock Investment Management serves investors through a unique multimanager approach, complementing our extensive in-house capabilities with an unrivaled network of specialized asset managers, backed by some of the most rigorous investment oversight in the industry. The result is a diverse lineup of time-tested investments from a premier asset manager with a heritage of financial stewardship. Note: This account is not managed or monitored by John Hancock Investment Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use John Hancock Investment Management's official channels.