JHFunds2 Mid Cap Value Equity NAV
John Hancock Investment Management Svcs, 601 Congress Street, Boston MA 02210-2805, U
Phone: 800-344-1029
| Category: | Mid-Cap Value | | Fund Family: | John Hancock | | Net Assets: | 132.95M | | Year-to-Date Return: | 6.35% | | Yield: | 1.26% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Apr-06 |
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Laton Spahr
Lead Manager since
28-Apr-06 | | | Spahr is a portfolio manager with RiverSource Investments, LLC. He joined the firm in 2001 as a security analyst. Prior to that, he served as a sector analyst at Holland Capital Management from 2000 to 2001, statistical research intern at Friess Associates from 1998 to 1999. He began his investment career in 1998. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | 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 growth of capital. The fund normally invests at least 80% of assets in equity securities of medium-sized companies. Medium-sized companies are those similar to the companies in the Russell MidCap Value index. It may invest up to 20% of assets in stocks of small or large companies, preferreds, convertibles, and other debt securities, as well as 25% in foreign investments. |
| Last Dividend
(16-Dec-08):
| 0.08 | | Last Cap Gain
(16-Dec-08):
| 0.20 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 83.20% |
|
| Expense | JHAWX | Category
Avg | | Total Expense Ratio: | 0.97%
| 1.44% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.52% | | 3 Yr Expense Projection*: |
$309 | $666 | | 5 Yr Expense Projection*: |
$536 | $1,028 | | 10 Yr Expense Projection*: |
$1,190 | $2,030 |
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0.12 (1.55%)
