Small Blend
Small-blend portfolios favor U.S. firms at the smaller end of the market-capitalization range. Some aim to own an array of value and growth stocks while others employ a discipline that leads to holdings with valuations and growth rates close to the small-cap averages. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small-cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. Morningstar®
ING Small Company Portfolio (IVCSX)
| Performance (1-yr.): 14.96% | Expenses: 0.86% |
| Performance (1-mo.): 0.05% | Total Assets: $624.68M |
John Hancock Funds2 Small Cap Value Fund (JSCNX)
| Performance (1-yr.): 17.49% | Expenses: 1.28% |
| Performance (1-mo.): 1.12% | Total Assets: $140.12M |
John Hancock Variable Insurance Trust Small Cap Index Trust (JESIX)
| Performance (1-yr.): 17.46% | Expenses: 0.59% |
| Performance (1-mo.): 0.36% | Total Assets: $366.35M |
John Hancock Variable Insurance Trust Small Cap Opportunities Trust (None)
| Performance (1-yr.): 18.70% | Expenses: 1.27% |
| Performance (1-mo.): 0.93% | Total Assets: $163.13M |
John Hancock Variable Insurance Trust Small Cap Value Trust (None)
| Performance (1-yr.): 17.79% | Expenses: 1.23% |
| Performance (1-mo.): 0.95% | Total Assets: $687.41M |
John Hancock Variable Insurance Trust Small Company Value Trust (None)
| Performance (1-yr.): 16.89% | Expenses: 1.35% |
| Performance (1-mo.): 1.60% | Total Assets: $381.96M |
Lockwell Small Cap Value Fund (LOCSX)
| Performance (1-yr.): 22.72% | Expenses: 1.11% |
| Performance (1-mo.): 1.74% | Total Assets: $4.64M |
Lord Abbett Micro Cap Value Fund (LMVYX)
| Performance (1-yr.): 15.46% | Expenses: 1.80% |
| Performance (1-mo.): 1.82% | Total Assets: $108.7M |
Mairs & Power Small Cap Fund (MSCFX)
| Performance (1-yr.): 23.81% | Expenses: 1.25% |
| Performance (1-mo.): 2.57% | Total Assets: $62.43M |
MH Elite Small Cap Fund of Funds Fund (MHELX)
| Performance (1-yr.): 14.92% | Expenses: 2.43% |
| Performance (1-mo.): 0.85% | Total Assets: $5.2M |
