3 / 5 Stars
4 4 4 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 18.15 percent over the past year, 11.39 percent over the past three years, 5.84 percent over the past five years, and 8.71 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.6%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||5.8%|
|10 Years (Annualized)||8.7%|
The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The fund normally invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the subadviser as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities (IPO).
Fees are Low compared to funds in the same category.
John Hancock III Disciplined Value Fund has an expense ratio of 2.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.