4 / 5 Stars
3 4 3 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#8 in Foreign Small/Mid Value
U.S. News evaluated 22 Foreign Small/Mid Value 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 14.93 percent over the past year, 5.95 percent over the past three years, and 21.89 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.8%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets (plus any borrowings for investment purposes) in investments of smaller companies outside the U.S., including emerging markets, which have total stock market capitalizations or annual revenues of $4 billion or less. In some emerging markets, it may invest in companies that qualify as smaller companies but that still are among the largest in the market. The fund may also invest a portion of its assets in the equity securities of larger foreign companies. It may invest more than 25% of total assets in the securities of issuers located in any one country.
Fees are High compared to funds in the same category.
John Hancock II International Small Cap Fund has an expense ratio of 1.18 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.