| Scorecard |
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3 / 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
A
(Buy)
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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 18.02 percent over the past year, 13.31 percent over the past three years, and 4.02 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.6% |
| 1 Year | 18.0% |
| 3 Years (Annualized) | 13.3% |
| 5 Years (Annualized) | 4.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The subadviser employs a disciplined fundamental research process which produces bottom-up company assessments using key assumptions that drive sales, margins, and asset intensity. It may invest up to 20% of its net assets in equity securities of foreign issuers, including American Depositary Receipts (ADRs) and similar investments.
Fees
Fees are Average compared to funds in the same category.
John Hancock Variable Insurance Trust Fundamental All Cap Core Trust has an expense ratio of 0.76 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
