JHJRX
ESG Large Cap Core Fund
John Hancock Investment Trust
Expense ratio1
0.76%
Net assets2
$122.48M
Holdings2
66
Category
US Equity
2024 return3
17.15%

Investment objective & strategy

As of Feb. 26, 2025 · prospectus

Objective. To seek long-term capital appreciation.

Strategy. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies or sectors that meet the managers sustainability criteria. The fund considers large-capitalization companies to be those companies in the capitalization range of the S&P 500 Index, which was approximately $5.77 billion to $3,785 billion as of December 31, 2024. Equity securities include common and preferred stocks and their equivalents. The manager seeks companies meeting its sustainability criteria with high quality characteristics including strong environmental, social, and governance (ESG) records. The manager employs a bottom-up financial analysis that includes a review of ESG issues and how they may impact stock valuation or performance. ESG factors … Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies or sectors that meet the managers sustainability criteria. The fund considers large-capitalization companies to be those companies in the capitalization range of the S&P 500 Index, which was approximately $5.77 billion to $3,785 billion as of December 31, 2024. Equity securities include common and preferred stocks and their equivalents. The manager seeks companies meeting its sustainability criteria with high quality characteristics including strong environmental, social, and governance (ESG) records. The manager employs a bottom-up financial analysis that includes a review of ESG issues and how they may impact stock valuation or performance. ESG factors reflect a variety of key sustainability issues that can influence company risks and opportunities and span a range of metrics including board diversity, climate change policies, and supply chain and human rights policies. Companies that meet the managers ESG requirements or sustainability criteria typically have strong sustainability data and policy reporting, for example publishing a comprehensive corporate sustainability report. The fund may also invest up to 20% of its total assets in the equity securities of foreign issuers, including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). The fund may focus its investments in a particular sector or sectors of the economy. The manager may sell stocks for several reasons, including when the stock no longer meets the managers ESG or sustainability criteria, or when the stock declines in value and no longer reflects the managers investment thesis. As part of its ESG analysis, the manager currently identifies certain industries and business activities as too environmentally risky or as presenting social outcomes that are too unattractive to warrant investment consideration. The manager employs qualitative and quantitative screens to exclude or restrict these types of investments. The fund does not invest in companies that are primarily engaged in fossil fuel production or fossil fuel-powered generation based on a company's total gross revenue unless the company demonstrates a plan to transition to a low carbon business model that the manager finds credible. At a minimum, to be considered for investment, these companies must derive a material portion of current revenue from renewable energy or enabling technology and have no commitments to invest in new fossil fuel exploration, production, storage, transport (excluding distribution), trading, or refining capacity, new fossil fuel-based power generation without emissions capture, or new nuclear power generation. The fund will not invest in any companies that derive a material proportion of their total gross revenue from business activities related to agricultural biotechnology, coal and certain types of mining, pornography, private prisons, tar sands (e.g., oil sands), arctic drilling, tobacco, casinos and gaming, and weapons/firearms. The fund also will not invest in any companies with major recent or ongoing controversies involving animal welfare, environmental, governance, human rights, product safety, or workplace matters. When assessing a controversy, the manager will consider the potential for a controversy to adversely impact a companys financial performance or cause harm to the companys stakeholders. The manager employs active shareowner engagement to raise environmental, social, and governance issues with the management of select portfolio companies. Through this effort, the manager seeks to encourage company managements toward greater transparency, accountability, disclosure, and commitment to ESG issues.

Top holdings

As of Oct. 31, 2025 · N-PORT
SecurityTickerValue% of fund
NVIDIA CORP $12.09M 9.87%
MICROSOFT CORP $9.74M 7.95%
APPLE INC $7.85M 6.41%
ALPHABET INC CL A $6.11M 4.99%
TJX COS INC $3.13M 2.56%
COSTCO WHOLESALE CORP $3.03M 2.48%
NETFLIX INC $2.60M 2.12%
SERVICENOW INC $2.53M 2.06%
MASTERCARD INC CL A $2.51M 2.05%
BANK OF AMERICA CORPORATION $2.42M 1.97%
View all holdings →

Allocation by sector

As of October 31, 2025 · N-PORT
View portfolio breakdown →

Portfolio moves

Jul 31, 2025 → Oct 31, 2025
Opened
2
Exited
0
Increased
3
Decreased
61
Unchanged
0

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

Similar funds

Funds whose portfolios most overlap this one, by weight
FundOverlapNet exp.
American Century Large Cap Equity ETF · ACLC 49% 0.39%
UBS US Quality Growth At Reasonable Price Fund · QGRPX 49% 0.65%
Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX 49% 0.00%
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Advisers

As of October 31, 2025 · N-CEN
FirmRole
TRILLIUM ASSET MANAGEMENT, LLC Sub-adviser
John Hancock Investment Management LLC Adviser

Footnotes

  1. Expense ratio as of February 26, 2025, from the fund's prospectus.
  2. Net assets and holdings count as of October 31, 2025, from the fund's N-PORT filing.
  3. Total return for calendar year 2024, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2024 (the latest prospectus does not yet chart this year).

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