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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 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 16.89 percent over the past year, 10.69 percent over the past three years, 7.23 percent over the past five years, and 10.69 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.3% |
| 1 Year | 16.9% |
| 3 Years (Annualized) | 10.7% |
| 5 Years (Annualized) | 7.2% |
| 10 Years (Annualized) | 10.7% |
Summary
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in companies with market capitalizations, at the time of investment, that do not exceed the maximum market capitalization of any security in the Russell 2000 Index. It may purchase other securities, including foreign securities (up to 20% of its total net assets), futures, and options. The fund may invest in fixed-income and convertible securities without restrictions on quality or rating, including up to 10% of total assets in non-investment-grade fixed-income securities.
Fees
Fees are Above Average compared to funds in the same category.
John Hancock Variable Insurance Trust Small Company Value Trust has an expense ratio of 1.07 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
