JHFunds2 Large Cap NAV
Phone: 800-344-1029
| Category: | Large Blend | | Fund Family: | John Hancock | | Net Assets: | 149.99M | | Year-to-Date Return: | 1.48% | | Yield: | 2.77% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Oct-05 |
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Thomas M. Cole
Lead Manager since
12-Jul-07 | | | Cole is head and research director of North American equities and a managing director at UBS. He joined the firm in 1985. Cole holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund invests at least 80% of net assets in equity securities of U.S. large capitalization companies with a market capitalization range equal to that of the Russell 1000 index. It may also invest up to 20% of net asset in equities securities of small and intermediate capitalization companies. Investments in equity securities may include dividend-paying securities, common stock and preferred stock, IPOs, ETFs, shares of investment companies, convertible securities, warrants and rights. |
| Last Dividend
(16-Dec-08):
| 0.25 | | Last Cap Gain
(12-Dec-07):
| 0.41 | | Annual Holdings Turnover
| 55.00% | | Average for Category:
| 74.57% |
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| Expense | JHLPX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.24% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$240 | $580 | | 5 Yr Expense Projection*: |
$417 | $889 | | 10 Yr Expense Projection*: |
$930 | $1,773 |
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0.15 (1.37%)
