JHancock Small Cap I
601 Congress Street Boston, MA 02210
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Phone: 888-972-8696
| Category: | Small Growth | | Fund Family: | John Hancock | | Net Assets: | 3.39M | | Year-to-Date Return: | 27.74% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Dec-04 |
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Charles Glovsky
Lead Manager since
16-Dec-98 | | | Glovsky is a senior vice president, and portfolio manager with Independence Investment, since 2000. Previously, Charles worked for Dewey Square Investors, Glovsky-Brown Capital Management, State Street Research, Alex Brown & Sons and Eppler, Guerin & Turner. Glovsky holds the Chartered Financial Analyst designation, is a member of the Association for Investment Management & Research and the Boston Security Analysts Society. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $250,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks maximum capital appreciation consistent with reasonable risk to principal. The fund normally invests at least 80% of assets in equity securities small-cap companies whose market capitalizations, at the time of investment, do not exceed the greatest of (a) $2 billion, (b) the market capitalization of the companies in the Russell 2000 Index ($7.6 million to $3.3 billion as of December 31, 2008), and (c) the market capitalization of the companies in the S&P Small Cap 600 Index. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(28-Nov-07):
| 1.52 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 120.37% |
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| Expense | DSIIX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.60% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 356 | $675 | | 5 Yr Expense Projection*: |
$ 619 | $1,071 | | 10 Yr Expense Projection*: |
$ 1,372 | $2,161 |
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