3 / 5 Stars
3 3 2 5 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 215 Small Growth 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 40.02 percent over the past year, 13.49 percent over the past three years, 29.08 percent over the past five years, and 8.83 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.5%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||29.1%|
|10 Years (Annualized)||8.8%|
The investment seeks 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 may not invest more than 5% of its assets in any one security. The fund may invest up to 15% of its assets in a basket of foreign securities or in bonds of any maturity rated as low as CC by Standard & Poor's Ratings Services (S&P) or Ca by Moody's Investors Service, Inc. (Moody's) and their unrated equivalents (bonds rated BB and below by S&P or Ba and below by Moody's are considered below investment grade (i.e., junk bonds)).
Fees are Above Average compared to funds in the same category.
John Hancock Small Cap Equity Fund has an expense ratio of 0.91 percent.
Risk is High compared to funds in the same category according to Morningstar.