4 / 5 Stars
4 4 3 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#8 in Moderate Allocation
U.S. News evaluated 279 Moderate Allocation 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 12.05 percent over the past year, and 9.31 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.9%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and income. The fund is a fund of funds. Under normal market conditions, it invests between 65% and 75% of assets in equity securities, which include securities held by the underlying funds, and between 25% and 35% of assets in fixed-income securities, which include securities held by the underlying funds. The fund may also invest in exchange-traded funds ("ETFs") and may make direct investments in other types of investments.
Fees are Average compared to funds in the same category.
John Hancock II Core Diversified Growth & Income Fund has an expense ratio of 0.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.