4 / 5 Stars
4 4 5 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#52 in Large Value
U.S. News evaluated 326 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 20.59 percent over the past year, 12.37 percent over the past three years, and 22.93 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||22.9%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
John Hancock II Equity Income Fund has an expense ratio of 0.83 percent.
Risk is Average compared to funds in the same category according to Morningstar.