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2 / 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 19.96 percent over the past year, 11.58 percent over the past three years, and 4.52 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.1% |
| 1 Year | 20.0% |
| 3 Years (Annualized) | 11.6% |
| 5 Years (Annualized) | 4.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of medium-sized companies. Up to 20% of the fund may be invested in stocks of small or large companies, preferreds, convertibles, or other debt securities. It may invest up to 25% of its net assets in foreign investments. The fund can invest in any economic sector, and at times, it may emphasize one or more particular sectors.
Fees
Fees are Low compared to funds in the same category.
John Hancock Variable Insurance Trust Mid Cap Value Equity Trust has an expense ratio of 0.94 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
