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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
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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.
Performance
The fund has returned 20.23 percent over the past year, 11.28 percent over the past three years, 5.02 percent over the past five years, and 8.21 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.1% |
| 1 Year | 20.2% |
| 3 Years (Annualized) | 11.3% |
| 5 Years (Annualized) | 5.0% |
| 10 Years (Annualized) | 8.2% |
Summary
The investment seeks to provide substantial dividend income and also long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities, with at least 65% in common stocks of well-established companies paying above-average dividends. It employs a "value" approach and invests in stocks and other securities that appear to be undervalued by various measures and may be temporarily out of favor but have good prospects for capital appreciation and dividend growth. The fund may invest in fixed-income securities without restrictions on quality or rating, including up to 10% in non-investment grade fixed-income securities.
Fees
Fees are Low compared to funds in the same category.
John Hancock Variable Insurance Trust Equity-Income Trust has an expense ratio of 0.83 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
