John Hancock Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-0.468.0615.85-7.4714.63
    Category Average-2.068.3014.91-6.9213.87
    Assets for Each Yr*160.84170.29191.41162.77176.53
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.63 8.12 6.18

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $176,532 mil $0 14.24 85.76
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 29.86 1.15 Average
    International Stock 3.0 12.05 1.18 Average
    Municipal Bond 3.1 0.49 1.10 Above Avg
    Taxable Bond 3.2 9.54 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    Berkshire Hathaway Inc B* Financial Services -2.64 0.44
    UnitedHealth Group Inc* Healthcare 0.83 0.32
    Aon PLC* Financial Services 32.26 0.29
    Verizon Communications Inc* Communication Services 3.48 0.29
    Procter & Gamble Co* Consumer Defensive 29.96 0.26
    American International Group Inc* Financial Services 44.02 0.25
    Pfizer Inc* Healthcare -16.88 0.25
    JPMorgan Chase & Co* Financial Services 14.46 0.24
    Chevron Corp* Energy 14.69 0.23
    Allstate Corp* Financial Services 27.60 0.22
    Discover Financial Services* Financial Services 42.00 0.20
    Equity Residential* RealEstate 24.26 0.17
    Everest Re Group Ltd* Financial Services 17.30 0.17
    Oracle Corp* Technology 21.02 0.17
    SL Green Realty Corp* RealEstate 0.80 0.17
    Booking Holdings Inc* Consumer Cyclical 12.82 0.15
    Fifth Third Bancorp* Financial Services 14.32 0.15
    Mondelez International Inc Class* Consumer Defensive 37.62 0.15
    Alleghany Corp* Financial Services 20.89 0.14
    Icon PLC* Healthcare 20.76 0.14

    Worst 5-Year Relative Performance | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock US Global L Gordon M. Marchand 19.70
    JHancock Investment Jeffrey N. Given 19.10
    JHancock Government Jeffrey N. Given 17.50
    JHancock Bond A Howard C. Greene 15.00
    JHancock Blue Chip G Larry J. Puglia 13.80

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Global Them Hans Peter Portner 0.70
    JHancock Floating Ra Andrew Carlino 0.80
    JHancock CA Tax-Free Dennis DiCicco 1.10
    JHancock High-Yield Dennis DiCicco 1.10
    JHancock Tax-Free Bo Dennis DiCicco 1.10