4 / 5 Stars
1 1 3 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#12 in World Allocation
U.S. News evaluated 129 World Allocation 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 9.28 percent over the past year, 6.49 percent over the past three years, and 13.71 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||13.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund is a fund of funds. Under normal market conditions, it generally invests between 60% and 70% of assets in equity securities, which include securities held by the underlying funds, and between 30% and 40% of assets in fixed-income securities, which include securities held by the underlying funds. The fund may invest in exchange traded funds and may make direct investments in other types of investments.
Fees are Low compared to funds in the same category.
John Hancock II Core Global Diversification Fund has an expense ratio of 0.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.