5 / 5 Stars
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 18.38 percent over the past year, 14.25 percent over the past three years, 10.47 percent over the past five years, and 12.79 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.7%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||10.5%|
|10 Years (Annualized)||12.8%|
The investment seeks long-term growth of capital with current income as a secondary objective. The fund invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations and identified by the subadviser as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may invest up to 15% of its net assets in illiquid securities, including securities that are illiquid by virtue of the absence of a readily available market or legal or contractual restrictions on resale.
Fees are Low compared to funds in the same category.
John Hancock III Disciplined Value Mid Cap Fund has an expense ratio of 0.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.