JHT 500 Index Trust Ser I John Hancock Trst 601 Congress Street Boston MA 02210
Phone: 800-344-1029
| Category: |
Large Blend |
| Fund Family: |
John Hancock |
| Net Assets: |
945.36M |
| Year-to-Date Return: |
-3.59% |
| Yield: |
1.55% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-May-00 |
|
Carson Jen
Lead Manager since
01-Jan-03 |
|
| Jen is co-portfolio manager since inception of Smaller Company Growth Trust. He is a portfolio manager with John Hancock Investment Management. He is also vice president, Index Operations at MFC Global Investment Management, joined MFC Global (U.S.A.) in 1997. Jen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks to approximate the aggregate total return of a broad U.S. domestic equity market index The fund normally invests at least 80% of assets in common stocks that are included in the S&P 500 index. It may also invest in other securities that behave in a manner similar to the S&P 500 index. |
| Last Dividend
(18-Dec-09):
|
0.12 |
| Last Cap Gain
(5-Apr-02):
|
0.00 |
| Annual Holdings Turnover
|
4.00% |
| Average for Category:
|
80.36% |
|
| Expense |
JEINX |
Category Avg |
| Total Expense Ratio: |
0.54%
|
1.10% |
| Max 12b1 Fee: |
0.05%
|
N/A |
| Max Front End Sales Load: |
%
|
5.25% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$173 |
$768 |
| 5 Yr Expense Projection*: |
$302 |
$1,311 |
| 10 Yr Expense Projection*: |
$677 |
$2,413 |
|
|