Send me a link:

*Text messaging rates may apply.

 Dow Down 0.72% Nasdaq Down 0.50%

JHancock Small Company R5 (JCSVX)

28.52 Down 0.30(1.04%) Jul 25
Prev Close:28.82
YTD Return*:3.66%
Net Assets*:220.71M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for JCSVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
PNM1.6125.08
UIL1.571.74
BDN1.5412.28
WSO1.529.27
ALE1.514.83

Fund Basics

Morningstar Overall Rating:
Total Assets:220.71M
Category:Small Blend
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:3.66%
5y Avg Return:18.30%
Rank in Category (ytd):48
% Rank in Category (ytd):6.59%
Beta (3y):1.22
Morningstar Risk Rating:2

Fund Summary

The investment seeks maximum long-term total return. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in small-cap companies. The fund's managers consider small-cap companies to be those companies in the capitalization range of the Russell 2000 Index, including exchange-traded funds (ETFs) that attempt to replicate small-cap indices. The fund invests mainly in common stocks, but it may also invest in ETFs to a limited extent. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback