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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 216 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 27.69 percent over the past year, 14.93 percent over the past three years, 6.26 percent over the past five years, and 10.82 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.9% |
| 1 Year | 27.7% |
| 3 Years (Annualized) | 14.9% |
| 5 Years (Annualized) | 6.3% |
| 10 Years (Annualized) | 10.8% |
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. It invests in small-cap companies that are believed to offer above-average potential for growth in revenues and earnings. The fund may invest up to 25% of its total assets in foreign securities, including emerging market securities. It may invest significantly in the information technology sector. The fund may invest in Initial Public Offerings (IPOs). It may also purchase each of the following types of securities: U.S. dollar-denominated foreign securities and certain ETFs.
Fees
Fees are High compared to funds in the same category.
John Hancock Variable Insurance Trust Small Cap Growth Trust has an expense ratio of 1.10 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
