3 / 5 Stars
3 3 4 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 25.34 percent over the past year, and 13.80 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to approximate the aggregate total return of a mid cap U.S. domestic equity market index. The fund invests at least 80% of net assets at the time of investment in (a) the common stocks that are included in the MSCI U.S. Mid Cap Value Index and (b) securities (which may or may not be included in the MSCI U.S. Mid Cap Value Index) that the subadviser believes as a group will behave in a manner similar to the index. It may invest in futures contracts and depositary receipts.
Fees are Low compared to funds in the same category.
John Hancock Funds II Mid Cap Value Index Fd has an expense ratio of 0.61 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.