JHancock Small Cap Equity B
601 Congress Street Boston MA 02210
Map
Phone: 800-225-5291
| Category: | Small Growth | | Fund Family: | John Hancock | | Net Assets: | 36.56M | | Year-to-Date Return: | 28.18% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-94 |
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Daniel H Cole
Lead Manager since
21-Aug-08 | | | Cole is a vice president and portfolio manager at MFC Global Investment Management (U.S.), LLC. Prior to joining MFC in 2008, he was a director and senior equity portfolio manager at Columbia Management Group.From1999 to 2001, he was a vice president and portfolio manager at Neuberger Berman Management Company.From1996 to 1999, he was vice president and portfolio manager. He began business career in 1993. Cole holds the Charted Financial Analyst Designation. |
| 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 capital appreciation. The fund normally invests at least 80% of assets in equity securities of small-capitalization companies (companies in the capitalization range of the Russell 2000 index). It may invest up to 15% of assets in a basket of foreign securities or in bonds of any maturity rated as low as CC/Ca and their unrated equivalents. The fund may make limited use of certain derivatives and may short-sell up to 15% of assets for non-speculative purposes to manage volatility.The fund may not invest more than 10% of assets in cash or cash equivalents. |
| Last Dividend
(23-Dec-96):
| 0.01 | | Last Cap Gain
(13-Nov-01):
| 0.17 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.21% |
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| Expense | SPVBX | Category
Avg | | Total Expense Ratio: | 2.19%
| 1.61% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 985 | $680 | | 5 Yr Expense Projection*: |
$ 1,375 | $1,078 | | 10 Yr Expense Projection*: |
$ 2,347 | $2,174 |
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