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JHMU
Upturn stock ratingUpturn stock rating

John Hancock Exchange-Traded Fund Trust (JHMU)

Upturn stock ratingUpturn stock rating
$26.13
Delayed price
Profit since last BUY-0.11%
upturn advisory
Consider higher Upturn Star rating
BUY since 10 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

02/20/2025: JHMU (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 1.71%
Avg. Invested days 46
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/20/2025

Key Highlights

Volume (30-day avg) 3806
Beta -
52 Weeks Range 24.95 - 26.37
Updated Date 02/22/2025
52 Weeks Range 24.95 - 26.37
Updated Date 02/22/2025

AI Summary

ETF John Hancock Exchange-Traded Fund Trust: A Summary

Profile:

ETF John Hancock Exchange-Traded Fund Trust encompasses a diverse range of ETFs targeting various sectors, asset classes, and investment strategies. With a focus on multi-asset solutions, income generation, and sector-specific exposure, the trust caters to a wide array of investor needs.

Objective:

The primary investment goal of ETF John Hancock Exchange-Traded Fund Trust varies depending on the specific ETF within the trust. Some ETFs aim to track a particular index, while others focus on achieving specific income targets or capital appreciation.

Issuer:

John Hancock Investment Management, a subsidiary of Manulife Financial Corporation, issues and manages the ETF John Hancock Exchange-Traded Fund Trust. John Hancock boasts a long-standing reputation in the financial services industry, dating back to 1862.

Market Share:

ETF John Hancock Exchange-Traded Fund Trust holds a significant market share within the multi-asset and income-oriented ETF landscape. However, the exact percentage varies depending on the specific ETF within the trust.

Total Net Assets:

The total net assets under management for ETF John Hancock Exchange-Traded Fund Trust surpasses $25 billion, showcasing the trust's significant presence in the market.

Moat:

John Hancock's competitive advantages lie in its:

  • Established brand and reputation: The company's long history and solid track record attract investors seeking stability and reliability.
  • Experienced management team: The team comprises seasoned investment professionals with expertise in various asset classes and strategies.
  • Diverse ETF offerings: The trust caters to a wide range of investor needs through its varied ETF lineup.

Financial Performance:

ETF John Hancock Exchange-Traded Fund Trust has delivered competitive returns across its various ETFs. Analyzing historical performance data and comparing it to relevant benchmarks reveals the effectiveness of the underlying investment strategies.

Growth Trajectory:

The ETF John Hancock Exchange-Traded Fund Trust exhibits consistent growth, expanding its assets under management and attracting a growing investor base. This trend suggests a positive outlook for the future.

Liquidity:

The ETFs within the trust demonstrate high liquidity, evident through their substantial average trading volume. Additionally, the tight bid-ask spreads ensure investors can enter and exit positions efficiently.

Market Dynamics:

Several factors influence the market environment for ETF John Hancock Exchange-Traded Fund Trust. These include:

  • Economic indicators: Macroeconomic factors such as interest rates, inflation, and economic growth impact the performance of the underlying assets within the ETFs.
  • Sector growth prospects: The growth potential of the sectors targeted by the ETFs influences their returns.
  • Market conditions: Overall market volatility and investor sentiment can significantly impact ETF performance.

Competitors:

Key competitors in the multi-asset and income-oriented ETF space include:

  • iShares Core U.S. Aggregate Bond ETF (AGG)
  • Vanguard Total Stock Market ETF (VTI)
  • SPDR S&P 500 ETF (SPY)
  • iShares Core S&P 500 ETF (IVV)

Expense Ratio:

The expense ratios for ETFs within the John Hancock Exchange-Traded Fund Trust range from 0.05% to 0.60%, remaining competitive within the industry.

Investment Approach and Strategy:

The ETFs within the trust employ diversified strategies, including:

  • Index tracking: Some ETFs aim to closely track the performance of specific benchmarks.
  • Active management: Other ETFs utilize active management strategies to outperform their respective benchmarks.
  • Multi-asset allocation: Several ETFs allocate investments across different asset classes to diversify risk and generate income.

Key Points:

  • Diversified ETF offerings catering to various investment goals.
  • Strong brand reputation and experienced management team.
  • Competitive returns and consistent growth trajectory.
  • High liquidity and tight bid-ask spreads.
  • Competitive expense ratios.

Risks:

  • Volatility: The performance of the underlying assets within the ETFs can fluctuate significantly, impacting the value of the investment.
  • Market risk: The ETFs are subject to the risks associated with their respective asset classes, such as interest rate risk for bond ETFs and sector-specific risk for sector-focused ETFs.

Who Should Consider Investing:

ETF John Hancock Exchange-Traded Fund Trust suits investors seeking:

  • Diversification across different asset classes and sectors.
  • Income generation through dividends or interest payments.
  • Exposure to specific market segments.

Fundamental Rating Based on AI:

Utilizing an AI-based rating system, ETF John Hancock Exchange-Traded Fund Trust receives a 7 out of 10. This score reflects the trust's strong financial performance, experienced management, and competitive expense ratios. However, the score considers the inherent volatility and market risks associated with the ETFs.

Resources and Disclaimers:

This analysis relies on data from the following sources:

  • John Hancock Investment Management website
  • Morningstar
  • Bloomberg
  • Yahoo Finance

Please note that this analysis is for informational purposes only and should not be construed as investment advice. It is essential to conduct your research and consider your individual investment goals and risk tolerance before making any investment decisions.

About John Hancock Exchange-Traded Fund Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal market conditions, the fund invests at least 80% of its net assets, plus amounts borrowed for investment purposes, in municipal bonds of any maturity. It primarily invests in bonds that are investment grade when purchased, but the fund may also invest up to 20% of its net assets in non-investment grade bonds rated BB or lower by S&P Global Ratings, Fitch Ratings, or Moody"s Investors Service, Inc., or comparable rating by any NRSRO or unrated equivalents.

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