John Hancock Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return17.655.99-0.548.003.90
    Category Average16.475.57-2.027.973.86
    Assets for Each Yr*148.60168.07171.34179.84184.70
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.90 5.10 8.11

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $184,696 mil $0 15.60 84.40
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 29.08 1.18 Average
    International Stock 3.4 8.68 1.34 Average
    Municipal Bond 2.9 0.55 1.35 Above Avg
    Taxable Bond 3.5 18.15 0.99 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 2.85 0.66
    Apple Inc* Technology 24.93 0.62
    Bank of America Corporation* Financial Services 6.00 0.57
    Amazon.com Inc* Consumer Cyclical 16.60 0.45
    Citigroup Inc* Financial Services 0.20 0.39
    Microsoft Corp* Technology 5.99 0.37
    Alphabet Inc A* Technology 7.25 0.35
    Facebook Inc A* Technology 23.99 0.33
    Berkshire Hathaway Inc B* Financial Services 2.22 0.33
    Johnson & Johnson* Healthcare 9.12 0.30
    Goldman Sachs Group Inc* Financial Services -4.32 0.29
    Discover Financial Services* Financial Services -5.73 0.28
    Merck & Co Inc* Healthcare 8.90 0.25
    Chevron Corp* Energy -7.26 0.25
    Pfizer Inc* Healthcare 6.68 0.21
    Alphabet Inc C* Technology 7.72 0.21
    Diamondback Energy Inc* Energy 2.08 0.20
    Harris Corp* Technology 8.97 0.20
    eBay Inc* Consumer Cyclical 13.34 0.19
    Wells Fargo & Co* Financial Services 1.71 0.19

    Best 5-Year Relative Performance | More
    03-29-17

    Worst 5-Year Relative Performance | More
    03-29-17

    Highest Expenses | More
    03-29-17

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock Disciplined Mark E. Donovan 20.20
    JHancock US Global L Gordon M. Marchand 17.30
    JHancock Investment Jeffrey N. Given 16.70
    JHancock Government Jeffrey N. Given 15.10
    JHancock Small Compa Kathryn A. Vorisek 14.90

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    JHancock ESG Core Bo Matthew C. Buscone 0.30
    JHancock ESG Interna Praveen Abichandani 0.30
    JHancock ESG All Cap Stephanie R. Leighto 0.80
    JHancock ESG Large C Stephanie R. Leighto 0.80
    JHancock US Growth N John A. Boselli 0.80