Morningstar - Q2 2023 - 35

Sizing up value
equities in 2023

Overall out of 393 funds in the mid-cap value category
as of 12/31/22 for Class I shares
John Hancock Disciplined Value Mid Cap Fund
Managed by Boston Partners
Find opportunity in today's late-cycle economy
Visit jhinvestments.com to learn more
All funds may experience periods of negative performance.
Data as of 12/31/22.
For each managed product, including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts, with at least
a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return that accounts for variation in a fund's monthly excess performance,
placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-end mutual funds are considered a single population
for comparative purposes. The top 10.0% of funds in each category, the next 22.5%, 35.0%, 22.5%, and bottom 10.0% receive 5, 4, 3, 2, or 1 star(s), respectively. The overall
Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar
Rating metrics. The rating formula most heavily weights the 3-year rating, using the following calculation: 100% 3-year rating for 36 to 59 months of total returns, 60% 5-year
rating/40% 3-year rating for 60 to 119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. Star
ratings do not reflect the effect of any applicable sales load. Morningstar's extended performance rating is calculated by adjusting the historical total returns of the oldest
share class to reflect the fee structure of a younger share class, and then compounding the combined record of actual and adjusted performance into the 3-, 5-, and 10-year time
periods necessary to produce Morningstar Risk-Adjusted Returns and a Morningstar Rating. Extended performance ratings do not affect actual Morningstar ratings; the overall
ratings for multi-share class funds are based on actual performance only or extended performance only. Once a share class turns 3 years old, the overall Morningstar Rating will
be based on actual ratings only. Adjusted historical performance is only an approximation of actual returns, and Morningstar's calculation methodology may differ from those
used by other entities.
As of 12/31/22, John Hancock Disciplined Value Mid Cap Fund Class I shares were rated 4, 4, and 5 stars out of 393, 372, and 272 funds for the 3-, 5-, and 10year
periods, respectively.
Request a prospectus or summary prospectus from your financial professional, by visiting jhinvestments.com, or by calling us at 800-225-5291.
The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.
Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance
Company and are used by it, and by its affiliates under license.
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.
© 2023 John Hancock. All rights reserved. John Hancock Investment Management Distributors LLC, member FINRA, SIPC.
MF2771449 3/23
http://www.jhinvestments.com http://www.jhinvestments.com
Morningstar - Q2 2023

Table of Contents for the Digital Edition of Morningstar - Q2 2023
