John Hancock Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.96-0.558.0415.65--
    Category Average5.57-2.018.0014.951.73
    Assets for Each Yr*165.83169.12177.40199.04199.04
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.65 7.51 9.18

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $199,036 mil $0 14.59 85.41
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 28.62 1.15 Average
    International Stock 3.1 10.89 1.28 Average
    Municipal Bond 2.9 0.48 1.18 Above Avg
    Taxable Bond 3.3 19.19 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 5.51 0.64
    Apple Inc* Technology 4.11 0.56
    Bank of America Corporation* Financial Services 5.83 0.54
    Citigroup Inc* Financial Services 3.63 0.51
    Amazon.com Inc* Consumer Cyclical 11.58 0.46
    Facebook Inc A* Technology 1.09 0.38
    Microsoft Corp* Technology 3.29 0.37
    Alphabet Inc A* Technology 7.34 0.31
    Berkshire Hathaway Inc B* Financial Services 6.09 0.31
    Wells Fargo & Co* Financial Services 3.02 0.29
    Goldman Sachs Group Inc* Financial Services 1.45 0.28
    Johnson & Johnson* Healthcare 5.11 0.28
    Chevron Corp* Energy 5.45 0.27
    Merck & Co Inc* Healthcare 10.31 0.24
    Cisco Systems Inc* Technology 6.61 0.23
    Oracle Corp* Technology 5.29 0.23
    Alphabet Inc C* Technology 7.20 0.22
    UnitedHealth Group Inc* Healthcare 5.64 0.22
    TE Connectivity Ltd* Technology 5.33 0.21
    Allergan PLC* Healthcare 9.22 0.20

    Worst 5-Year Relative Performance | More
    01-16-18

    Highest Expenses | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Disciplined Mark E. Donovan 21.00
    JHancock US Global L Gordon M. Marchand 18.10
    JHancock Investment Jeffrey N. Given 17.50
    JHancock Government Jeffrey N. Given 15.90
    JHancock Small Compa Kathryn A. Vorisek 15.70

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Retirement Sonia Chatigny 0.50
    JHancock ESG Core Bo Matthew C. Buscone 1.10
    JHancock ESG Interna Praveen Abichandani 1.10
    JHancock US Growth N John A. Boselli 1.30
    JHancock ESG All Cap Stephanie R. Leighto 1.60