JHT Alpha Opportunities Trust Ser NAV
601 Congress Street Boston MA 02210
Phone: 800-344-1029
| Category: | Large Blend | | Fund Family: | John Hancock | | Net Assets: | 505.71M | | Year-to-Date Return: | 12.42% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 06-Oct-08 |
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Kent M Stahl
Lead Manager since
07-Oct-08 | | | Stahl is a senior vice president and director of Investments and Risk Management of Wellington Management.He has served as portfolio manager of the Fund since its inception. He joined Wellington Management as an investment professional in 1998. Stahl holds the Chartered Finacial Analyst designation. |
| 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 |
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| The investment seeks long-term total return The fund normally invests at least 65% of total assets in equity and equity-related securities of small, medium and large companies. It may invest up to 35% of total assets in securities of foreign issuers and non-dollar securities, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets. |
| Last Dividend
(29-Apr-09):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 72.06% |
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| Expense | JAPNX | Category
Avg | | Total Expense Ratio: | 1.06%
| 1.10% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.62% | | 3 Yr Expense Projection*: |
$337 | $577 | | 5 Yr Expense Projection*: |
$585 | $878 | | 10 Yr Expense Projection*: |
$1,294 | $1,747 |
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0.22 (1.55%)
