JHancock3 Small Cap Opps A John Hancock Funds 601 Congress Street Boston MA 02210
Phone: 800-225-5291
| Category: | Small Growth | | Fund Family: | John Hancock | | Net Assets: | 710.00K | | Year-to-Date Return: | -3.54% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Dec-08 |
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Daniel H Cole
Lead Manager since
31-Dec-08 | | | Cole is a vice president and portfolio manager at MFC Global Investment Management (U.S.), LLC. Prior to joining MFC in 2008, he was a director and senior equity portfolio manager at Columbia Management Group.From1999 to 2001, he was a vice president and portfolio manager at Neuberger Berman Management Company.From1996 to 1999, he was vice president and portfolio manager. He began business career in 1993. Cole holds the Charted Financial Analyst Designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization companies. Equity securities include common and preferred stocks and their equivalents. It may invest up to 15% of net assets in a basket of U. S. dollar-denominated and non-dollar denominated foreign equity and debt securities and may invest up to 15% of net assets in bonds of any maturity rated as low as CC by Moody?s and Ca by S&P and their unrated. The fund may short-sell up to 15% of net assets for non-speculative purposes to manage volatility. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 131.92% |
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| Expense | JCPAX | Category Avg | | Total Expense Ratio: | 1.65%
| 1.60% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.41% | | Max Deferred Sales Load: | %
| 2.67% | | 3 Yr Expense Projection*: |
$1,525 | $690 | | 5 Yr Expense Projection*: |
$N/A | $1,094 | | 10 Yr Expense Projection*: |
$N/A | $2,198 |
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