4 / 5 Stars
4 4 4 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#2 in Moderate Allocation
U.S. News evaluated 247 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 16.72 percent over the past year, 9.87 percent over the past three years, and 17.05 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||17.1%|
|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.