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3 / 5 Stars
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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 18.40 percent over the past year, 9.87 percent over the past three years, and 3.68 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.7% |
| 1 Year | 18.4% |
| 3 Years (Annualized) | 9.9% |
| 5 Years (Annualized) | 3.7% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation, which may occasionally be short-term; income is a secondary objective. The fund invests primarily in equity securities (including convertible securities or securities the subadvisor expects to be exchanged for common or preferred stock) of companies of any nation that the subadvisor believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It may invest up to 35% of its assets in foreign securities including sovereign debt and participations in foreign government debt. The fund may also engage from time to time in an "arbitrage" strategy.
Fees
Fees are Low compared to funds in the same category.
John Hancock Variable Insurance Trust Mutual Shares Trust has an expense ratio of 1.05 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
