JHancock Sovereign Investors C 601 Congress Street Boston MA 02210 Map
Phone: 800-225-5291
| Category: | Large Blend | | Fund Family: | John Hancock | | Net Assets: | 13.44M | | Year-to-Date Return: | 16.47% | | Yield: | 0.43% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-98 |
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John F. Snyder III
Lead Manager since
01-Jan-84 | | | Snyder is executive vice president and director of Sovereign Asset Management, a wholly-owned money management subsidiary of John Hancock Funds. He is also executive vice president of John Hancock Advisers. Prior to joining the firm in 1990, he was senior vice president of Hopper Soliday & Company, where he was a partner and money manager. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | 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 and income without assuming undue market risks. The fund normally invests at least 80% of stock investments in companies with market capitalizations within the range of the Standard & Poor's 500 index. At least 65% of the fund's stock investments are "dividend performers". It may not invest more than 5% of assets in any one security. The fund may invest in bonds of any maturity, with up to 5% of assets in junk bonds rated as low as C and their unrated equivalents. It may invest in dollar-denominated foreign securities. |
| Last Dividend
(17-Sep-09):
| 0.01 | | Last Cap Gain
(18-Sep-08):
| 0.47 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | SOVCX | Category Avg | | Total Expense Ratio: | 1.90%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 1.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 597 | $774 | | 5 Yr Expense Projection*: |
$ 1,026 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,222 | $2,366 |
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