John Hancock Hedged Equity & Income Fund Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return17.805.96-0.558.049.78
    Category Average16.685.57-2.018.018.96
    Assets for Each Yr*146.44165.83169.12177.40192.14
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 9.78 5.47 8.91

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $192,137 mil $0 14.76 85.24
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 28.10 1.18 Average
    International Stock 3.1 10.27 1.32 Average
    Municipal Bond 2.9 0.51 1.18 Above Avg
    Taxable Bond 3.3 19.27 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-22-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 11.61 0.64
    Apple Inc* Technology 32.72 0.56
    Bank of America Corporation* Financial Services 14.43 0.54
    Citigroup Inc* Financial Services 21.22 0.51
    Amazon.com Inc* Consumer Cyclical 27.37 0.46
    Facebook Inc A* Technology 48.23 0.38
    Microsoft Corp* Technology 21.63 0.37
    Alphabet Inc A* Technology 19.03 0.31
    Berkshire Hathaway Inc B* Financial Services 11.58 0.31
    Wells Fargo & Co* Financial Services 0.53 0.29
    Goldman Sachs Group Inc* Financial Services -2.93 0.28
    Johnson & Johnson* Healthcare 16.20 0.28
    Chevron Corp* Energy 2.40 0.27
    Merck & Co Inc* Healthcare 13.03 0.24
    Cisco Systems Inc* Technology 13.20 0.23
    Oracle Corp* Technology 26.63 0.23
    Alphabet Inc C* Technology 20.30 0.22
    UnitedHealth Group Inc* Healthcare 21.94 0.22
    TE Connectivity Ltd* Technology 20.57 0.21
    Allergan PLC* Healthcare -1.55 0.20

    Worst 5-Year Relative Performance | More
    09-22-17

    Highest Expenses | More
    09-22-17

    Longest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Disciplined Mark E. Donovan 20.70
    JHancock US Global L Gordon M. Marchand 17.80
    JHancock Investment Jeffrey N. Given 17.20
    JHancock Government Jeffrey N. Given 15.60
    JHancock Small Compa Kathryn A. Vorisek 15.40

    Shortest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Retirement Sonia Chatigny 0.20
    JHancock ESG Core Bo Matthew C. Buscone 0.80
    JHancock ESG Interna Praveen Abichandani 0.80
    JHancock US Growth N John A. Boselli 1.00
    JHancock ESG All Cap Stephanie R. Leighto 1.30