John Hancock Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return17.805.96-0.558.0413.11
    Category Average16.695.57-2.028.0112.12
    Assets for Each Yr*146.44165.83169.12177.40196.95
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.11 6.83 9.22

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $196,950 mil $0 14.72 85.28
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 28.39 1.16 Average
    International Stock 3.1 10.59 1.30 Average
    Municipal Bond 3.0 0.49 1.18 Above Avg
    Taxable Bond 3.3 19.09 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 16.48 0.64
    Apple Inc* Technology 49.85 0.56
    Bank of America Corporation* Financial Services 22.31 0.54
    Citigroup Inc* Financial Services 22.21 0.51
    Amazon.com Inc* Consumer Cyclical 51.66 0.46
    Facebook Inc A* Technology 56.10 0.38
    Microsoft Corp* Technology 36.45 0.37
    Alphabet Inc A* Technology 32.31 0.31
    Berkshire Hathaway Inc B* Financial Services 11.70 0.31
    Wells Fargo & Co* Financial Services 1.87 0.29
    Goldman Sachs Group Inc* Financial Services 0.86 0.28
    Johnson & Johnson* Healthcare 22.69 0.28
    Chevron Corp* Energy 1.01 0.27
    Merck & Co Inc* Healthcare -3.89 0.24
    Cisco Systems Inc* Technology 22.47 0.23
    Oracle Corp* Technology 29.83 0.23
    Alphabet Inc C* Technology 33.77 0.22
    UnitedHealth Group Inc* Healthcare 33.25 0.22
    TE Connectivity Ltd* Technology 39.03 0.21
    Allergan PLC* Healthcare -15.43 0.20

    Worst 5-Year Relative Performance | More
    11-16-17

    Highest Expenses | More
    11-16-17

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Disciplined Mark E. Donovan 20.90
    JHancock US Global L Gordon M. Marchand 17.90
    JHancock Investment Jeffrey N. Given 17.40
    JHancock Government Jeffrey N. Given 15.70
    JHancock Small Compa Kathryn A. Vorisek 15.50

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Retirement Sonia Chatigny 0.40
    JHancock ESG Core Bo Matthew C. Buscone 0.90
    JHancock ESG Interna Praveen Abichandani 0.90
    JHancock US Growth N John A. Boselli 1.10
    JHancock ESG All Cap Stephanie R. Leighto 1.50