Overview

Quick Facts

Daily Price

$15.7752
-1.70% (-$0.27)
May 11, 2026

Summary Stats

Asset Class U.S. Equity
Risk Medium to High
MER 1 2.82%
Net Assets $564.39 M
Inception Date September 14, 2022
Fund Status Open
Geographic Allocation
A map of the United States.
A map of the United States.

Geographic Allocation

A map of the United States.
A map of the United States.

Growth of $10,000

A chart thumbnail displaying change in value of $10,000 invested in this fund.
A chart thumbnail displaying change in value of $10,000 invested in this fund. 

Underlying Fund

Manulife U.S. All Cap Equity Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Sub-Advisor

Manulife Investment Management (US) LLC

Portfolio Management Team

Manulife U.S. Core Value Equity Team

Investment Objective

The Fund seeks to provide long-term capital appreciation by investing primarily in equity securities of U.S. companies of all sizes.

Fund Codes

FE BE LL NLCB2
MSE3280 MSE3980 MSE3380 MSE3880
Fund Status Open SWO SWO Open

(Front-end, Back-end, Low-load, No-load with CB) (selected)

FE MSE3280 Open
BE MSE3980 SWO
LL MSE3380 SWO
NLCB2 MSE3880 Open
FE BE LL NLCB2
(Front-end, Back-end, Low-load, No-load with CB) MSE3280 MSE3980 MSE3380 MSE3880
Fund Status Open SWO SWO Open

Performance ±

Growth Chart

Jump to Range
Total return for this timeframe
Growth Chart

Compound Returns (%)

1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
7.29 1.45 -4.35 -0.80 15.08 13.48 13.63

(Front-end, Back-end, Low-load, No-load with CB)

1 month 7.29
3 months 1.45
6 months -4.35
YTD -0.80
1 year 15.08
3 years 13.48
5 years
10 years
Inception 13.63
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
(Front-end, Back-end, Low-load, No-load with CB) (selected) 7.29 1.45 -4.35 -0.80 15.08 13.48 13.63

Calendar Returns (%)

2022 2023 2024 2025
29.30 31.11 -2.26

(Front-end, Back-end, Low-load, No-load with CB)

2022
2023 29.30
2024 31.11
2025 -2.26
2022 2023 2024 2025
(Front-end, Back-end, Low-load, No-load with CB) (selected) 29.30 31.11 -2.26

Portfolio Allocation as of February 28, 2026

Asset Allocation (%)

Asset Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Asset Allocation pie chart.
Name Weight %
Equities 99.60
Cash and equivalents 0.63

Geographic Allocation (%)

Geographic Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Geographic Allocation pie chart.
Name Weight %
United States 90.68
Taiwan 4.33
South Korea 1.58
Italy 1.04
Ireland 0.90
Israel 0.62
United Kingdom 0.54
Canada 0.30

Sector Allocation (%)

Sector Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Sector Allocation pie chart.
Name Weight %
Information tech. 29.81
Cons. discrectionary 17.75
Health care 17.25
Communication serv. 10.93
Financials 7.18
Industrials 6.22
Real Estate 4.57
Energy 3.80
Consumer staples 2.50

Top 10 Holdings (%)

Name Weight %
Amazon.com Inc. 7.34
Microsoft Corp. 7.05
Alphabet Inc. Cl A 6.33
Taiwan Semiconductor Manufacturing Co. Ltd. Sponsored ADR Sponsored Adr 4.34
Cheniere Energy Inc. Com New 3.79
NVIDIA Corp. 3.69
KKR & Co. Inc. 3.34
Lennar Corp. Cl A 3.34
Roper Technologies Inc. 2.99
Hologic Inc. 2.84

Historical Net Asset Values

Fees

 
(Front-end, Back-end, Low-load, No-load with CB) (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.09 0.00 2.82

(Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 2.09
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.82
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
(Front-end, Back-end, Low-load, No-load with CB) (selected) 2.09 0.00 2.82