5 / 5 Stars
5 5 4 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#3 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap 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 30.95 percent over the past year, 16.11 percent over the past three years, 27.97 percent over the past five years, and 11.75 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.0%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||28.0%|
|10 Years (Annualized)||11.7%|
The investment seeks long-term growth of capital with current income as a secondary objective. Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations and identified by the subadvisor as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities.
Fees are Low compared to funds in the same category.
John Hancock Funds Disciplined Value Mid Cap Fund has an expense ratio of 1.27 percent.
Risk is Average compared to funds in the same category according to Morningstar.