John Hancock 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 14.77 85.23
    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
    09-18-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 9.40 0.66
    Apple Inc* Technology 38.58 0.61
    Bank of America Corporation* Financial Services 12.99 0.56
    Citigroup Inc* Financial Services 19.87 0.52
    Amazon.com Inc* Consumer Cyclical 29.91 0.48
    Microsoft Corp* Technology 22.84 0.39
    Alphabet Inc A* Technology 17.33 0.33
    Facebook Inc A* Technology 47.77 0.33
    Wells Fargo & Co* Financial Services -2.27 0.32
    Berkshire Hathaway Inc B* Financial Services 11.34 0.30
    Johnson & Johnson* Healthcare 19.66 0.29
    Goldman Sachs Group Inc* Financial Services -4.39 0.28
    Chevron Corp* Energy 0.62 0.24
    Merck & Co Inc* Healthcare 14.49 0.24
    Cisco Systems Inc* Technology 10.39 0.23
    Alphabet Inc C* Technology 18.55 0.23
    Oracle Corp* Technology 27.07 0.23
    TE Connectivity Ltd* Technology 20.94 0.20
    Discover Financial Services* Financial Services -15.11 0.20
    UnitedHealth Group Inc* Healthcare 25.17 0.19

    Worst 5-Year Relative Performance | More
    09-18-17

    Highest Expenses | More
    09-18-17

    Longest Manager Tenure | More
    09-18-17

    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 15.30

    Shortest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    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
    JHancock ESG Large C Stephanie R. Leighto 1.30