John Hancock Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.437.9215.70-7.41--
    Category Average-1.947.9414.96-6.703.19
    Assets for Each Yr*166.87174.98196.68165.96165.96
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -7.41 4.96 4.08

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $165,959 mil $0 14.20 85.80
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 28.09 1.13 Average
    International Stock 3.1 12.33 1.23 Average
    Municipal Bond 3.0 0.50 1.09 Above Avg
    Taxable Bond 3.0 19.82 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 0.62
    Microsoft Corp* Technology 6.05 0.55
    JPMorgan Chase & Co* Financial Services 7.96 0.54
    Bank of America Corporation* Financial Services 18.91 0.50
    Wells Fargo & Co* Financial Services 8.53 0.49
    Johnson & Johnson* Healthcare 1.27 0.44
    Citigroup Inc* Financial Services 21.24 0.37
    Verizon Communications Inc* Communication Services 2.62 0.29
    UnitedHealth Group Inc* Healthcare 6.58 0.28
    Discover Financial Services* Financial Services 12.53 0.25
    Allstate Corp* Financial Services 3.72 0.21
    HP Inc* Technology 6.30 0.21
    Huntington Bancshares Inc* Financial Services 14.01 0.21
    KeyCorp* Financial Services 14.01 0.20
    Marathon Petroleum Corp* Energy 12.00 0.20
    Anthem Inc* Healthcare 1.33 0.19
    Delta Air Lines Inc* Industrials -3.59 0.18
    Regions Financial Corp* Financial Services 17.34 0.16
    SunTrust Banks Inc* Financial Services 20.38 0.16
    Amdocs Ltd* Technology 3.81 0.13

    Worst 5-Year Relative Performance | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock US Global L Gordon M. Marchand 19.10
    JHancock Investment Jeffrey N. Given 18.60
    JHancock Government Jeffrey N. Given 16.90
    JHancock Bond A Howard C. Greene 14.50
    JHancock Blue Chip G Larry J. Puglia 13.30

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Floating Ra Andrew Carlino 0.40
    JHancock CA Tax-Free Dennis DiCicco 0.50
    JHancock High-Yield Dennis DiCicco 0.50
    JHancock Tax-Free Bo Dennis DiCicco 0.50
    JHancock Technical O David Lundgren 1.10