2 / 5 Stars
2 1 1 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 31.38 percent over the past year, 7.75 percent over the past three years, and 9.46 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.1%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||9.5%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity and debt securities of leveraged companies. It may invest up to 40% of its net assets in debt securities, including up to 15% of its net assets in securities rated in default by S&P or Moody's, and their unrated equivalent. Up to 30% of the fund's net assets may be invested in equity and debt securities of foreign issuers, including issuers located in emerging market countries.
Fees are Low compared to funds in the same category.
JHancock3 Leveraged Companies Fund has an expense ratio of 0.95 percent.
Risk is High compared to funds in the same category according to Morningstar.