| Scorecard |
|---|
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3 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
C+
(Hold)
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U.S. News evaluated 218 Small Blend 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 17.46 percent over the past year, 10.90 percent over the past three years, 7.00 percent over the past five years, and 9.91 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.9% |
| 1 Year | 17.5% |
| 3 Years (Annualized) | 10.9% |
| 5 Years (Annualized) | 7.0% |
| 10 Years (Annualized) | 9.9% |
Summary
The investment seeks to approximate the aggregate total return of a small cap U.S. domestic equity market index. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) at the time of investment in: (a) the common stocks that are included in the Russell 2000 Index; and (b) securities (which may or may not be included in the Russell 2000 Index) that the subadviser believes as a group will behave in a manner similar to the index.
Fees
Fees are Average compared to funds in the same category.
John Hancock Variable Insurance Trust Small Cap Index Trust has an expense ratio of 0.54 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
