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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 220 Mid-Cap Growth 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 7.53 percent over the past year, 11.93 percent over the past three years, and 1.28 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.5% |
| 1 Year | 7.5% |
| 3 Years (Annualized) | 11.9% |
| 5 Years (Annualized) | 1.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth. The fund normally invests in common stocks of companies that are medium-sized and smaller at the time of purchase, but the fund may purchase other types of securities as well. The subadviser looks for stocks of medium-sized and smaller companies it believes will increase in value over time, using a proprietary investment strategy. Although the subadviser intends to invest the fund's assets primarily in U.S. stocks, the fund may invest in securities of foreign companies, including companies located in emerging markets. It may also invest in IPOs.
Fees
Fees are Low compared to funds in the same category.
John Hancock Variable Insurance Trust Heritage Trust has an expense ratio of 0.92 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
