Blue Chip Growth Trust

John Hancock Variable Insurance Trust · 3 share classes

Actively managed U.S. equity fund
One fund, 3 share classes:JAEDXJADZXJADYX
$2.58B NAV
64 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

Blue Chip Growth Trust is an actively managed U.S. equity fund. 36% of JAEDX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 96% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q2

To provide long-term growth of capital.

Strategy · summarised

The fund invests at least 80% of assets in common stocks of large and medium-sized blue chip growth companies selected by a subadvisor for leading market positions, seasoned management, and above-average earnings growth relative to peers and the market. The fund may also hold up to 20% in foreign securities, up to 25% in convertible securities and debt, and up to 10% in hybrid instruments. As a non-diversified fund, it may concentrate assets in a smaller number of issuers or invest substantially in a single issuer, creating greater risk from individual security performance.

Expenses
0.75% 1.00%across 3 share classes
Share classGrossNet
JAEDX0.76%0.75%
JADZX0.81%0.80%
JADYX1.01%1.00%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 18.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.97%
of net assets
Stocks99.51%
Cash & short-term0.30%
Bonds0.16%

Look-through blends 1 underlying fund; 0.667% of NAV was not looked through and stays direct-classified. The blend is as of 2025Q3, one or more quarters before the direct holdings (2026Q2).

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology49.0%
Communication Services17.7%
Consumer Discretionary11.3%
Health Care5.9%
7 smaller16.0%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
36%of stock holdings in top-quartile growers
covering 96% of the fund’s equity
Earnings growth
39%of stock holdings in top-quartile growers
covering 86% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 9 new7 exited

Largest new: AMD, LRCX, AMAT, MU, MRVL, CAT, SPCX, HEI

Exited: CMG, SHW, CL, PG, MDLZ, Adyen N.V., State Street Bank and Trust Company

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+28.23%+101.93%+61.42%19.11%-12.39%
+28.20%+101.68%+60.95%19.13%-12.42%
+27.91%+100.35%+59.30%19.12%-12.51%

These classes hold the same portfolio, so the 2.12pp spread over 5 years is the cost difference between them — roughly 0.42pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
9.00%
Avg maturity
4.51 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

3-5y
3-5y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: not reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorporationNVDA15.74%$405.73M
Alphabet Inc.GOOG6.28%$161.79M
Alphabet Inc.GOOGL5.87%$151.35M
Broadcom Inc.AVGO5.83%$150.21M
Apple Inc.AAPL4.53%$116.72M
Microsoft CorporationMSFT4.40%$113.30M
Advanced Micro Devices Inc.AMD3.56%$91.83M
Meta Platforms Inc.META3.52%$90.63M
Amazon.com Inc.AMZN3.34%$86.05M
Eli Lilly and CompanyLLY3.21%$82.82M
Showing 10 of 64Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 56.28% of net assets, top 25 84.51%, across 61 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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