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JHKAX JHancock ESG All Cap Core A

8 lower fee alternatives found

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Fund JHKAX JHancock ESG All Cap Core A PARNX Parnassus PXWGX Pax ESG Beta Quality Individual Investor  
100% 91% 93%
Annual Fees
(1.19% Exp. Ratio)
(0.84% Exp. Ratio)
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$36,199.79 $40,250.81 $39,526.53
Est. savings over 30 yrs +$4,051.02 +$3,326.74
As of 12/31/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.45%
3 YR 9.26%
5 YR 17.15%
10 YR 9.65%
1 YR RETURN 6.26%
3 YR 6.64%
5 YR 12.19%
10 YR 6.96%
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of any market capitalization or sectors that meet the manager's sustainability criteria. 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 investment seeks capital appreciation. The fund invests in undervalued stocks. It follows a "contrarian" strategy of seeking to invest in stocks that are currently out of favor with the financial community and are therefore deeply undervalued. The fund's investment adviser expects that if these undervalued companies are financially strong and have good prospects for the future, they will come back into favor and increase in market value. It is a "multi-cap" fund in that it can invest in companies of any size, from larger, well-established companies to smaller companies with market capitalizations below $1 billion.
The investment seeks long-term growth of capital. The fund invests primarily in large-capitalization domestic equity securities that the Adviser believes have strong Environmental, Social and Governance (ESG) profiles that exhibit higher "quality" characteristics and reasonable valuations. It may invest a portion of its assets in securities of non-U.S. issuers, including emerging market investments and American Depositary Receipts ("ADRs"), but may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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