John Hancock II Capital Appreciation Fund

Scorecard
4 / 5 Stars
Lipper
5 5 5 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A (Buy)

#12 in Large Growth

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 39.80 percent over the past year, 17.19 percent over the past three years, and 23.51 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 5.4%
1 Year 39.8%
3 Years (Annualized) 17.2%
5 Years (Annualized) 23.5%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund invests at least 65% of its total assets in equity and equity-related securities of companies, at the time of investment, that exceed $1 billion in market capitalization and that the subadvisor believes have above average growth prospects. It may invest up to 20% of its 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.

Fees

Fees are Average compared to funds in the same category.
John Hancock II Capital Appreciation Fund has an expense ratio of 0.78 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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