The John Hancock Multifactor Consumer Staples ETF (JHMS) is managed by John Hancock Investment Management LLC. This ETF seeks to replicate the performance of the Dimensional U.S. Target Market Exposure Consumer Staples Index. John Hancock Investment Management LLC employs a multifactor investment strategy to construct the portfolio. The strategy includes factors like market capitalization, relative price, and profitability, with a focus on securities in the consumer staples sector of the U.S. Universe. JHMS is a rules-based ETF, and its objective is to provide investors with exposure to the consumer staples sector while applying a multifactor investing approach to potentially enhance returns within this sector.
The JHMS Dividend ETF is designed to mirror the performance of its underlying index, which focuses on companies in the consumer staples sector within the U.S. Universe. While dividend distribution may not be the primary objective of this ETF, it still follows the dividend policies of the constituent companies within its index. Dividend distributions typically occur periodically, influenced by the individual dividend policies and performances of the included stocks. Investors interested in consumer staples with potential dividend returns may find this ETF suitable for their portfolio.
Tracking the Dimensional US Consumer Staples Target Index is the primary objective of the JHMS Tracking ETF. This ETF aims to mirror the performance of the Index, which is designed by Dimensional Fund Advisors LP. The Index consists of consumer staples sector securities within the U.S. Universe, focusing on companies with market capitalizations larger than that of the 1001st largest U.S. company at the time of reconstitution. It employs a multifactor investing strategy, adjusting weights based on market capitalization, relative price, and profitability, with a cap of 6% on a single company. JHMS Tracking provides investors with exposure to the consumer staples sector while effectively tracking the Index's composition and performance.
The correlation aspect of the John Hancock Multifactor Consumer Staples ETF (JHMS) is crucial for understanding its behavior in relation to the U.S. consumer staples sector. As an ETF that tracks the Dimensional Consumer Staples Select Sector Index, JHMS is expected to have a strong correlation with the consumer staples industry. This correlation makes JHMS an effective tool for investors looking to gain exposure to this sector and make informed investment decisions. To delve deeper into JHMS's correlation with various consumer staples stocks and sectors, investors can utilize our ETF Insider web app. With its simple visualization tool, ETF Insider provides valuable insights into correlations and overlaps, aiding investors in their portfolio management and risk assessment strategies.
The JHMS Consumer Staples Sector ETF focuses on the consumer staples sector within the U.S. Universe. This ETF aims to replicate the performance of the index developed by Dimensional Fund Advisors LP, comprising securities from the consumer staples sector with larger market capitalizations than the 1001st largest U.S. company at the time of reconstitution. The consumer staples sector includes companies involved in the production, manufacture, distribution, or sale of food, beverages, tobacco, household goods, or personal products. By investing in this sector, investors can gain exposure to stable and essential industries, although it's important to note that this ETF may have a higher concentration of holdings in this sector, potentially increasing its risk profile compared to more diversified funds.
The exposure characteristic of the JHancock Multifactor Small Cap ETF (JHMS) is designed to capture the performance of small-cap companies in the U.S. equity market. JHMS tracks an index developed and maintained by John Hancock Investment Management LLC, which employs a multifactor investing strategy to select and weight securities. This strategy takes into account factors such as market capitalization, relative price, and profitability to determine the portfolio composition. JHMS provides investors with exposure to the dynamic small-cap segment of the American economy, offering the potential for attractive returns while following a systematic and rules-based approach.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
4 min readThe VUSE ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the VUSE ETF.
4 min readThe JHMS ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
4 min readCompare the IVV and VEA ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
