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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
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U.S. News evaluated 221 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 30.41 percent over the past year, 16.57 percent over the past three years, 9.40 percent over the past five years, and 12.09 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.1% |
| 1 Year | 30.4% |
| 3 Years (Annualized) | 16.6% |
| 5 Years (Annualized) | 9.4% |
| 10 Years (Annualized) | 12.1% |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small-cap companies that are believed to be undervalued by various measures and offer good prospects for capital appreciation. It invests primarily in a diversified mix of common stocks of U.S. small-cap companies. The fund may invest up to 15% of its total assets in foreign securities (with no more than 5% in emerging market securities). It may have significant investments in the financial services sector. The fund may invest in IPOs.
Fees
Fees are High compared to funds in the same category.
John Hancock Variable Insurance Trust Small Cap Value Trust has an expense ratio of 1.10 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
