JHFunds2 Large Cap NAV 601 Congress Street Boston MA 02210
Phone: 800-344-1029
| Category: |
Large Blend |
| Fund Family: |
John Hancock |
| Net Assets: |
367.41M |
| Year-to-Date Return: |
1.16% |
| Yield: |
0.96% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
17-Oct-05 |
|
Thomas J. Digenan
Lead Manager since
17-Oct-05 |
|
| Digenan joined UBS Global AM in 1993. He participates in the analysis and development of US Equity portfolio. Digenans prior experience with the firm includes president of mutual funds and relationship funds organization. Prior to joining the firm, he was a senior manager in the tax department of KPMG Peat Marwick working exclusively in the investment services industry. Digenan holds the Chartered Financial Analyst and the Certified Public Accountant designations. |
| 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 to maximize total return, consisting of capital appreciation and current income. The fund invests at least 80% of net assets in equity securities of U.S. large capitalization companies with a market capitalization range equal to that of the Russell 1000 index. It may also invest up to 20% of net asset in equities securities of small and intermediate capitalization companies. Investments in equity securities may include dividend-paying securities, common stock and preferred stock, IPOs, ETFs, shares of investment companies, convertible securities, warrants and rights. |
| Last Dividend
(12-Dec-07):
|
0.15 |
| Last Cap Gain
(12-Dec-07):
|
0.41 |
| Annual Holdings Turnover
|
29.00% |
| Average for Category:
|
70.73% |
|
| Expense |
JHLPX |
Category Avg |
| Total Expense Ratio: |
0.76%
|
1.12% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$263 |
$584 |
| 5 Yr Expense Projection*: |
$457 |
$899 |
| 10 Yr Expense Projection*: |
$1,017 |
$1,778 |
|
|