4 / 5 Stars
5 5 5 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#34 in Large Growth
U.S. News evaluated 463 Large Growth 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 32.22 percent over the past year, 16.39 percent over the past three years, and 17.28 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||28.5%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests at least 65% of total assets in equity and equity-related securities of companies that exceed $1 billion in market capitalization and that have above-average growth prospects. It may invest up to 20% of total assets in foreign equity securities. The fund may invest in U.S. government securities issued or guaranteed by the U.S. government or by an agency or instrumentality of the U.S. government. It may invest in mortgage-related securities issued or guaranteed by U.S. governmental entities. The fund may invest in fixed-income securities rated investment grade and repurchase agreements.
Fees are Average compared to funds in the same category.
John Hancock II Capital Appreciation Fund has an expense ratio of 0.78 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.