JHFunds2 Mid Cap Value Equity NAV 601 Congress Street Boston MA 02210
Phone: 800-344-1029
| Category: |
Mid-Cap Value |
| Fund Family: |
John Hancock |
| Net Assets: |
144.33M |
| Year-to-Date Return: |
10.81% |
| Yield: |
0.97% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
28-Apr-06 |
|
Steve Schroll
Lead Manager since
28-Apr-06 |
|
| Schroll is a portfolio manager of RiverSource Investments. He joined Riversource Investment since 1998. Prior to that, he was a senior equity analyst with Piper Jaffray from 1988 to 1998 and a equity analyst with First Asset Manager from 1985 to 1988. Before that, Schroll was a equity analyst with Dain Raucher from 1981 to 1985. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks long term growth of capital. The fund normally invests at least 80% of assets in equity securities of medium-sized companies. Medium-sized companies are those similar to the companies in the Russell MidCap Value index. It may invest up to 20% of assets in stocks of small or large companies, preferreds, convertibles, and other debt securities, as well as 25% in foreign investments. |
| Last Dividend
(12-Dec-07):
|
0.11 |
| Last Cap Gain
(12-Dec-07):
|
0.21 |
| Annual Holdings Turnover
|
26.00% |
| Average for Category:
|
79.54% |
|
| Expense |
JHAWX |
Category Avg |
| Total Expense Ratio: |
0.94%
|
1.38% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.42% |
| Max Deferred Sales Load: |
0.00%
|
2.51% |
| 3 Yr Expense Projection*: |
$309 |
$621 |
| 5 Yr Expense Projection*: |
$536 |
$961 |
| 10 Yr Expense Projection*: |
$1,190 |
$1,901 |
|
|