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4 / 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
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U.S. News evaluated 213 Small Growth 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 14.77 percent over the past year, 14.31 percent over the past three years, and 7.74 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.6% |
| 1 Year | 14.8% |
| 3 Years (Annualized) | 14.3% |
| 5 Years (Annualized) | 7.7% |
| 10 Years (Annualized) | N/A |
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 securities of small-capitalization companies. It will invest primarily in marketable equity securities, including convertible securities, but its investments may include other securities, such as synthetic and derivative instruments, including futures and options. The fund may invest up to 25% of its total assets in foreign securities.
Fees
Fees are Above Average compared to funds in the same category.
John Hancock II Small Company Growth Fund has an expense ratio of 1.08 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
