JHT Disciplined Diversification Tr I
John Hancock Trst 601 Congress Street Boston MA 02210
Phone: 800-344-1029
| Category: | World Allocation | | Fund Family: | John Hancock | | Net Assets: | 80.00K | | Year-to-Date Return: | -2.27% | | Yield: | 1.98% | | Morningstar Rating: | N/A | | Fund Inception Date: | 25-Apr-08 |
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Stephen Clark
Lead Manager since
25-Apr-08 | | | Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University. |
| 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 total return consisting of capital appreciation and current income. The fund normally invests primarily in equity securities and fixed-income securities of domestic and international issuers, including equities of issuers in emerging markets. It may invest outside these ranges and may invest defensively during unusual or unsettled market conditions. The fund may invest 70% of assets and 30% of assets in equity securities and fixed-income securities. |
| Last Dividend
(18-Dec-09):
| 0.21 | | Last Cap Gain
(18-Dec-09):
| 0.08 | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 105.43% |
|
| Expense | JGBOX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.24% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.22% | | 3 Yr Expense Projection*: |
$271 | $717 | | 5 Yr Expense Projection*: |
$515 | $1,111 | | 10 Yr Expense Projection*: |
$1,214 | $2,237 |
|
|
0.12 (1.13%)
