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4 / 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 28.85 percent over the past year, 17.56 percent over the past three years, and 8.17 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.0% |
| 1 Year | 28.9% |
| 3 Years (Annualized) | 17.6% |
| 5 Years (Annualized) | 8.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to realize an above-average total return over a market cycle of three to five years, consistent with reasonable risk. The fund invests in equity securities of companies, at the time of investment, with capitalizations similar to the market capitalization of companies in the Russell Midcap Value Index. It invests at least 65% of assets in equity securities including common stocks, but may also include preferred stocks, convertible securities, rights, warrants, and ADRs. The fund may invest without limit in ADRs. It may invest up to 15% of net assets in REITs.
Fees
Fees are Below Average compared to funds in the same category.
John Hancock II Value Fund has an expense ratio of 0.79 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
