JHT Mid Cap Index Trust Ser I
John Hancock Investment Management Svcs, 601 Congress Street, Boston MA 02210-2805, U
Phone: 800-344-1029
| Category: | Mid-Cap Blend | | Fund Family: | John Hancock | | Net Assets: | 261.28M | | Year-to-Date Return: | 8.19% | | Yield: | 1.08% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-00 |
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Carson Jen
Lead Manager since
01-May-00 | | | 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 |
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| The investment seeks to approximate the aggregate total return of a mid-cap U.S. domestic equity market index. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) at the time of investment in (a) the common stocks that are included in the S&P 400 Mid Cap Index and (b) securities (which may or may not be included in the S&P Mid Cap 400 index) that the subadviser believes as a group behaves in a manner similar to the index. |
| Last Dividend
(29-Apr-09):
| 0.03 | | Last Cap Gain
(29-Apr-09):
| 0.18 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 96.85% |
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| Expense | JECIX | Category
Avg | | Total Expense Ratio: | 0.55%
| 1.43% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.39% | | 3 Yr Expense Projection*: |
$176 | $642 | | 5 Yr Expense Projection*: |
$307 | $988 | | 10 Yr Expense Projection*: |
$689 | $1,957 |
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0.17 (1.25%)
