| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#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.
Performance
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% |
| 1 Year | 12.0% |
| 3 Years (Annualized) | 9.3% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
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
Risk is Average compared to funds in the same category according to Morningstar.
