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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 21.46 percent over the past year, 10.56 percent over the past three years, 7.84 percent over the past five years, and 11.97 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.6% |
| 1 Year | 21.5% |
| 3 Years (Annualized) | 10.6% |
| 5 Years (Annualized) | 7.8% |
| 10 Years (Annualized) | 12.0% |
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 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's sector exposure is broadly diversified as a result of stock selection and therefore may vary significantly from its benchmark, the Russell Midcap Value Index. It may invest in IPOs. The fund may invest up to 10% of its total assets in hybrid instruments.
Fees
Fees are Low compared to funds in the same category.
John Hancock Variable Insurance Trust Mid Value Trust has an expense ratio of 0.94 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
