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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 113 Mid-Cap 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 33.09 percent over the past year, and 13.85 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.9% |
| 1 Year | 33.1% |
| 3 Years (Annualized) | 13.9% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in companies with market capitalizations that are within the S&P Midcap 400 Index or the Russell Midcap Value Index. It invests in a diversified mix of common stocks of mid-size U.S. companies that are believed to be undervalued by various measures and offer good prospects for capital appreciation. The fund may invest up to 10% of its total assets in hybrid instruments. It normally has less than 10% of its assets in cash and cash equivalents.
Fees
Fees are Below Average compared to funds in the same category.
John Hancock Funds II Mid Value Fund has an expense ratio of 0.99 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
