| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
2
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#142 in Large Growth
U.S. News evaluated 473 Large Growth 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 9.68 percent over the past year, 13.06 percent over the past three years, 8.01 percent over the past five years, and 6.56 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.5% |
| 1 Year | 9.7% |
| 3 Years (Annualized) | 13.1% |
| 5 Years (Annualized) | 8.0% |
| 10 Years (Annualized) | 6.6% |
Summary
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of companies the subadviser regards as "U.S. Global Leaders." It typically invests in large-capitalization companies. The fund may invest in other types of equity securities. It may invest up to 20% of its net assets in foreign companies and in large-capitalization, well-established foreign issuers, the securities of which are traded in the U.S. The fund is non-diversified.
Fees
Fees are Average compared to funds in the same category.
John Hancock U.S. Global Leaders Growth Fund has an expense ratio of 1.30 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
