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    JHancock US Global Leaders Growth A (USGLX)

    40.27 Up 0.35(0.88%) Dec 19

    Profile as of Nov 29, 2014Get Profile for:
    JHancock US Global Leaders Growth A
    John Hancock Capital Series601 Congress StreetBoston, MA 02210-2805
    Map
    Phone: 800-225-5291
    Fund Overview 
    Category:Large Growth
    Fund Family:John Hancock
    Net Assets:1.14B
    Year-to-Date Return:8.22%
    Yield:0.07%
    Morningstar Rating:2 stars
    Fund Inception Date:Sep 29, 1995
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    George P. Fraise
    Lead Manager since Apr 10, 2000
    George P. Fraise is a Portfolio Manager and a member of the firm’s Investment Committee. Prior to co-founding SUSTAINABLE GROWTH ADVISERS, LP in 2003, Mr. Fraise was Executive Vice President of Yeager, Wood & Marshall, Inc., a registered investment advisor, from 2000-2003 where he was a member of the Investment Policy Committee, a member of the Board of Directors and co-manager. Mr. Fraise began his investment career in 1987 as an equity analyst at Drexel Burnham Lambert. In 1990, he joined Smith Barney as a senior analyst responsible for the coverage of electrical equipment stocks. He also held a senior analyst position at Chancellor Capital Management. In 1997, Mr. Fraise joined Scudder Kemper Investments where he was Senior Vice President and co-manager of the Scudder Large Company Growth Fund until 2000.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:25
    USGLX can be purchased from 130 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital. The fund invests at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in common stocks of companies the subadvisor regards as U.S. Global Leaders. It typically invests in large-capitalization companies. The fund may invest in other types of equity securities. It may invest up to 20% of its net assets in foreign companies and in large-capitalization, well-established foreign issuers, the securities of which are traded in the United States. The fund is non-diversified.

    Fund Operations 
    Last Dividend (Dec 15, 2014) : 0.10
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 16, 2014) : 30.00%
    Average for Category:55.27%
    Fees & Expenses 
    ExpenseUSGLXCategory Avg
    Annual Report Expense Ratio (net):1.23%1.20%
    Prospectus Net Expense Ratio:1.22%N/A
    Prospectus Gross Expense Ratio:1.22%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.00%5.45%
    Max Deferred Sales Load: N/A2.20%
    3 Yr Expense Projection*:868535
    5 Yr Expense Projection*:1,137847
    10 Yr Expense Projection*:1,9031,712
    * Per $10,000 invested