JHT Core Fundamental Holdings Series II
John Hancock Trst 601 Congress Street Boston MA 02210
Phone: 800-344-1029
| Category: | Moderate Allocation | | Fund Family: | John Hancock | | Net Assets: | 91.27M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-May-09 |
|
Carson Jen
Lead Manager since
01-May-09 | | | 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 long-term growth of capital. The fund operates as a fund of funds. It may invest a substantial portion of assets in underlying funds that are series of the American funds Insurance Series but is authorized to invest without limitation in other underlying funds and in other types of investments. It may invest in exchange traded funds (ETFs) and in the securities of other investment companies and make direct investments in other types of investments. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 82.83% |
|
| Expense | JCFTX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$N/A | $633 | | 5 Yr Expense Projection*: |
$N/A | $964 | | 10 Yr Expense Projection*: |
$N/A | $1,881 |
|
|
0.11 (0.77%)
