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John Hancock Disciplined Value Fund Q4 2025 Commentary

Seeking Alpha
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⚡ Quantum Brief
The Russell 1000 Value Index rose 3.81% in Q4 2025 and 15.91% for the year, driven by strong economic growth, corporate earnings, and Fed rate cuts. John Hancock’s Disciplined Value Fund underperformed the benchmark in Q4 but outperformed annually, citing stock selection as the primary drag. IT and healthcare sectors delivered the weakest results, weighing on the fund’s quarterly performance despite broader market gains. The Fed’s two quarter-point rate cuts in 2025 bolstered equity sentiment, contributing to the index’s annual double-digit return. The fund’s multimanager approach remained unchanged, with no shifts in strategy despite the quarterly shortfall.
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John Hancock Investment Management27 FollowersFollow5ShareSavePlay(5min)CommentsSummaryThe Russell 1000 Value Index, the fund's benchmark, gained 3.81% in the fourth quarter.The index returned 15.91% in 2025.The fund trailed the benchmark in the quarter, but it outperformed for the full year.Stock selection was the primary source of the fund's underperformance in the final three months of 2025, with the weakest results occurring in IT and healthcare. Joshua wanchai/iStock via Getty Images Quarterly commentary1 - Market review and outlook U.S. equities gained ground in the quarter, closing out a positive year. The combination of better-than-expected economic growth, robust corporate earnings, and two quarter-point interest rate cuts by the U.S. Federal Reserve (Fed) boosted sentimentThis 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.

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