| Scorecard |
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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
A+
(Buy)
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U.S. News evaluated 20 Utilities 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 25.06 percent over the past year, 17.13 percent over the past three years, 4.08 percent over the past five years, and 13.61 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 9.6% |
| 1 Year | 25.1% |
| 3 Years (Annualized) | 17.1% |
| 5 Years (Annualized) | 4.1% |
| 10 Years (Annualized) | 13.6% |
Summary
The investment seeks capital growth and current income (income above that available from the fund invested entirely in equity securities). The fund normally invests at least 80% of its net assets (plus any borrowing for investment purposes) in securities of companies in the utilities industry. It primarily invests in equity securities, including common stocks and related securities, such as preferred stocks, convertible securities and depositary receipts, but may also invest in corporate bonds and other debt instruments. The subadviser may invest up to 20% of the fund's net assets in lower rated debt instruments (commonly known as "junk bonds").
Fees
Fees are Below Average compared to funds in the same category.
John Hancock Variable Insurance Trust Utilities Trust has an expense ratio of 0.97 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
