John Hancock II Equity Income Fund

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

#108 in Large Value

U.S. News evaluated 330 Large Value 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 20.57 percent over the past year, 15.23 percent over the past three years, and 17.96 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.1%
1 Year 20.6%
3 Years (Annualized) 15.2%
5 Years (Annualized) 18.0%
10 Years (Annualized) N/A

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Summary

The investment seeks substantial dividend income and also long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities, with 65% in common stocks of well-established companies paying above-average dividends. It may invest in fixed-income securities without restrictions on quality or rating, including up to 10% in non-investment grade fixed-income securities ("junk bonds"). The fund may invest up to 10% of its total assets in hybrid instruments.

Fees

Fees are Low compared to funds in the same category.
John Hancock II Equity Income Fund has an expense ratio of 0.83 percent.

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Risk

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

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Large Value Funds

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