| Scorecard |
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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
C+
(Hold)
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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 17.04 percent over the past year, 13.02 percent over the past three years, 7.53 percent over the past five years, and 12.23 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.3% |
| 1 Year | 17.0% |
| 3 Years (Annualized) | 13.0% |
| 5 Years (Annualized) | 7.5% |
| 10 Years (Annualized) | 12.2% |
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 with capitalizations, at the time of investment, similar to the market capitalization of companies in the Russell Midcap Value Index. It invests at least 65% of its total assets in equity securities. The fund may invest without limit in ADRs and may invest up to 20% of its total assets in foreign equities. It may invest up to 15% of its net assets in REITs.
Fees
Fees are Low compared to funds in the same category.
John Hancock Variable Insurance Trust Value Trust has an expense ratio of 0.81 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
