John Hancock Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return6.06-0.447.9115.722.98
    Category Average5.61-1.967.9514.963.40
    Assets for Each Yr*163.87167.46175.71197.44196.53
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.98 9.04 8.26

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $196,527 mil $0 14.07 85.93
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 29.94 1.13 Average
    International Stock 3.1 12.34 1.26 Average
    Municipal Bond 2.8 0.44 1.09 Above Avg
    Taxable Bond 3.2 18.15 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-20-18

      Sector YTD Return % % Net Assets  
    Bank of America Corporation* Financial Services 6.98 0.59
    JPMorgan Chase & Co* Financial Services 12.50 0.56
    Citigroup Inc* Financial Services 1.98 0.49
    Microsoft Corp* Technology 34.24 0.49
    Wells Fargo & Co* Financial Services -6.44 0.39
    Johnson & Johnson* Healthcare 3.51 0.37
    Berkshire Hathaway Inc B* Financial Services 11.84 0.35
    Goldman Sachs Group Inc* Financial Services -5.89 0.27
    Pfizer Inc* Healthcare 23.61 0.25
    TE Connectivity Ltd* Technology -1.19 0.23
    Andeavor* Energy 34.97 0.22
    UnitedHealth Group Inc* Healthcare 21.99 0.22
    Oracle Corp* Technology 7.87 0.21
    DXC Technology Co* Technology 9.68 0.19
    KeyCorp* Financial Services 4.83 0.18
    Comcast Corp Class A* Communication Services -4.25 0.16
    Morgan Stanley* Financial Services -3.41 0.16
    SunTrust Banks Inc* Financial Services 11.83 0.16
    McKesson Corp* Healthcare -12.20 0.16
    Verizon Communications Inc* Communication Services 5.27 0.16

    Worst 5-Year Relative Performance | More
    09-20-18

    Highest Expenses | More
    09-20-18

    Longest Manager Tenure | More
    09-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock US Global L Gordon M. Marchand 18.80
    JHancock Investment Jeffrey N. Given 18.20
    JHancock Disciplined Mark E. Donovan 17.40
    JHancock Government Jeffrey N. Given 16.60
    JHancock Internation Wendell L. Perkins 16.30

    Shortest Manager Tenure | More
    09-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Floating Ra Andrew Carlino 0.10
    JHancock Technical O David Lundgren 0.80
    JHancock Diversified Nathan Thooft 1.10
    JHancock Retirement Sonia Chatigny 1.20
    JHancock CA Tax-Free Cynthia M. Brown 1.30