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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 28.63 percent over the past year, 17.63 percent over the past three years, and 6.87 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.4% |
| 1 Year | 28.6% |
| 3 Years (Annualized) | 17.6% |
| 5 Years (Annualized) | 6.9% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization companies. It may also invest up to 20% of its net assets in equity securities of issuers that have market capitalizations, at the time of purchase, in other market capitalization ranges, and in investment-grade non-convertible debt securities, U.S. government securities and high-quality money market instruments. The fund may invest up to 25% of its total assets in foreign securities.
Fees
Fees are High compared to funds in the same category.
John Hancock Variable Insurance Trust Small Company Growth Fund has an expense ratio of 1.07 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
