4 / 5 Stars
5 5 2 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#59 in Small Blend
U.S. News evaluated 227 Small Blend 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 28.99 percent over the past year, 14.11 percent over the past three years, and 28.88 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||28.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization companies. It has two subadvisors: Invesco and DFA. Invesco invests at least 80% of the Invesco Subadvised Assets in equity securities of small-capitalization companies. DFA generally will invest the DFA Subadvised Assets in a broad and diverse group of common stocks of small and mid cap companies traded on a U.S. national securities exchange or on the over-the counter market that DFA determines to be value stocks at the time of purchase.
Fees are Above Average compared to funds in the same category.
John Hancock II Small Cap Opportunity Fund has an expense ratio of 1.02 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.