Dashboard Investments Portfolio Insight Fund Compare Viewpoints Non-U.S. investors LOG IN Viewpoints from Dimensional Fund Advisors A pioneer in applying insight from academic research to a systematic investment process that pursues higher expected returns through advanced portfolio design and implementation Filter posts by our authors and topics. Select Author Authors Select Topic Category Categories Untangling intangibles A look at intangible assets and the debate over how they may affect factor investing and expected stock returns. Read more November 16, 2021 Joseph F. Hohn, Senior Portfolio Manager Dimensional Fund Advisors Multifactor ETFs: how are value and small caps performing? Small-cap and value stocks have recovered recently, which highlights the importance of a long-term perspective when investing in multifactor ETFs. Read more May 18, 2021 Joseph F. Hohn, Senior Portfolio Manager Dimensional Fund Advisors Discipline in volatile markets is key for multifactor ETF investors For investors in multifactor ETFs, we believe it’s important to maintain a long-term and consistent focus in volatile markets. Read more May 12, 2020 Joseph F. Hohn, Senior Portfolio Manager Dimensional Fund Advisors Understanding the performance of small-cap stocks Do small caps offer a reliable premium over large caps? Lukas Smart of Dimensional Fund Advisors takes a closer look at small-cap returns since the 1920s. Read more February 03, 2020 Lukas J. Smart, CFA, Senior Portfolio Manager Dimensional Fund Advisors Relative price and profitability effects in equity sector returns Our analysis suggests that it’s possible to pursue the value and profitability premiums at the equity sector level in an integrated manner. Read more September 23, 2016 Lukas J. Smart, CFA, Senior Portfolio Manager Dimensional Fund Advisors 1 Explore the latest thinking from our network Sign up to get market insight and analysis delivered straight to your inbox. 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John Hancock Investment Management LLC is the investment advisor for the closed-end funds. A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment. Mutual funds © 1999–2021 John Hancock Investment Management Distributors LLC and affiliated companies. All rights reserved. Member FINRA | SIPC, 200 Berkeley Street, Boston, MA 02116 Click here to view a prospectus or summary prospectus. You may also request one from your financial professional 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. Some information may not be approved by certain organizations. Please check with your organization before using this information. ETFs John Hancock ETFs are distributed by Foreside Fund Services, LLC in the United States, and are subadvised by Dimensional Fund Advisors LP or our affiliate Manulife Investment Management (US) LLC. Foreside is not affiliated with John Hancock Investment Management Distributors LLC, Dimensional Fund Advisors LP or Manulife Investment Management (US) LLC. ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. Click here to view a prospectus or summary prospectus. You may also request one from your financial professional 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. 529 If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other professional about how these state benefits, if any, may apply to your specific circumstances. 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John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2021 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date. John Hancock Freedom 529 P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529 529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.