John Hancock Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-0.468.0615.85-7.4714.63
    Category Average-2.068.3014.91-6.9213.87
    Assets for Each Yr*160.84170.29191.41162.77176.53
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.63 8.12 6.18

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $176,532 mil $0 14.23 85.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 29.86 1.15 Average
    International Stock 3.0 12.05 1.18 Average
    Municipal Bond 3.1 0.49 1.10 Above Avg
    Taxable Bond 3.2 9.54 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.69 0.58
    Alphabet Inc A* Technology 10.39 0.41
    UnitedHealth Group Inc* Healthcare -6.62 0.32
    Apple Inc* Technology 29.90 0.31
    Medtronic PLC* Healthcare 17.73 0.26
    Procter & Gamble Co* Consumer Defensive 30.04 0.26
    Visa Inc Class A* Financial Services 33.38 0.25
    American International Group Inc* Financial Services 34.81 0.25
    United Technologies Corp* Industrials 17.98 0.22
    Allstate Corp* Financial Services 24.63 0.22
    Alphabet Inc Class C* Technology 11.17 0.21
    Eaton Corp PLC* Industrials 14.65 0.17
    Everest Re Group Ltd* Financial Services 13.74 0.17
    L3Harris Technologies Inc* Technology 56.15 0.17
    SL Green Realty Corp* RealEstate -0.75 0.17
    Anthem Inc* Healthcare -0.25 0.15
    Fifth Third Bancorp* Financial Services 8.54 0.15
    Alleghany Corp* Financial Services 18.50 0.14
    General Electric Co* Industrials 7.66 0.14
    Icon PLC* Healthcare 18.73 0.14

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock US Global L Gordon M. Marchand 19.70
    JHancock Investment Jeffrey N. Given 19.10
    JHancock Government Jeffrey N. Given 17.50
    JHancock Bond A Howard C. Greene 15.10
    JHancock Blue Chip G Larry J. Puglia 13.90

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Global Them Hans Peter Portner 0.70
    JHancock Floating Ra Andrew Carlino 0.80
    JHancock CA Tax-Free Dennis DiCicco 1.10
    JHancock High-Yield Dennis DiCicco 1.10
    JHancock Tax-Free Bo Dennis DiCicco 1.10