2 / 5 Stars
2 2 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 325 Large 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 24.45 percent over the past year, 11.52 percent over the past three years, 20.45 percent over the past five years, and 3.63 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||20.4%|
|10 Years (Annualized)||3.6%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in domestic equity securities. In managing the fund, the subadviser seeks to identify companies that it believes are currently undervalued relative to the market, based on estimated future earnings and cash flow. These companies generally have market values at valuation ratios, such as price-to-book and below market average, as defined by the S&P 500 Index. It may also invest up to 20% of its net assets in securities of foreign issuers that are not publicly traded in the United States, including depositary receipts.
Fees are High compared to funds in the same category.
John Hancock Classic Value Fund has an expense ratio of 1.60 percent.
Risk is High compared to funds in the same category according to Morningstar.