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4 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 200 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.50 percent over the past year, 11.98 percent over the past three years, and 6.22 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 6.8% |
| 1 Year | 18.5% |
| 3 Years (Annualized) | 12.0% |
| 5 Years (Annualized) | 6.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize income while maintaining prospects for capital appreciation. The fund normally invests in a diversified portfolio of debt securities, such as bonds, notes and debentures, and equity securities, such as common stocks, preferred stocks and convertible securities. It may invest up to 100% of total assets in debt securities that are rated below investment grade (sometimes referred to as "junk bonds"). The fund may invest up to 25% of its total assets in foreign securities, foreign securities that are traded in the U.S. or American Depositary Receipts ("ADRs").
Fees
Fees are High compared to funds in the same category.
John Hancock Variable Insurance Trust Income Trust has an expense ratio of 0.85 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
