John Hancock Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.96-0.558.0415.65--
    Category Average5.57-2.018.0014.951.73
    Assets for Each Yr*165.83169.12177.40199.04199.04
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.65 7.51 9.18

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $199,036 mil $0 14.60 85.40
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 28.62 1.15 Average
    International Stock 3.1 10.89 1.28 Average
    Municipal Bond 2.9 0.48 1.18 Above Avg
    Taxable Bond 3.3 19.19 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 6.43 0.69
    Apple Inc* Technology 5.93 0.60
    Bank of America Corporation* Financial Services 6.64 0.58
    Citigroup Inc* Financial Services 4.00 0.54
    Amazon.com Inc* Consumer Cyclical 10.59 0.49
    Facebook Inc A* Technology 1.89 0.42
    Microsoft Corp* Technology 5.33 0.38
    Alphabet Inc A* Technology 7.84 0.34
    Berkshire Hathaway Inc B* Financial Services 7.55 0.34
    Wells Fargo & Co* Financial Services 5.41 0.31
    Johnson & Johnson* Healthcare 5.15 0.31
    Chevron Corp* Energy 5.11 0.29
    Goldman Sachs Group Inc* Financial Services -1.49 0.29
    Cisco Systems Inc* Technology 8.59 0.25
    Merck & Co Inc* Healthcare 8.64 0.25
    Oracle Corp* Technology 6.64 0.24
    TE Connectivity Ltd* Technology 5.19 0.24
    UnitedHealth Group Inc* Healthcare 10.30 0.23
    Alphabet Inc C* Technology 7.97 0.22
    Allergan PLC* Healthcare 9.82 0.21

    Worst 5-Year Relative Performance | More
    01-18-18

    Highest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Disciplined Mark E. Donovan 21.00
    JHancock US Global L Gordon M. Marchand 18.10
    JHancock Investment Jeffrey N. Given 17.50
    JHancock Government Jeffrey N. Given 15.90
    JHancock Small Compa Kathryn A. Vorisek 15.70

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Retirement Sonia Chatigny 0.50
    JHancock ESG Core Bo Matthew C. Buscone 1.10
    JHancock ESG Interna Praveen Abichandani 1.10
    JHancock US Growth N John A. Boselli 1.30
    JHancock ESG All Cap Stephanie R. Leighto 1.60