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JHancock Blue Chip Growth A (JBGAX)

50.41 -0.18 (-0.36%)
At close: 8:05 AM EDT

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of large- and medium-sized blue chip growth companies. Combined investments in convertible securities, preferred stocks, and debt securities are limited to 25% of total assets. It may invest in debt securities of any type without regard to quality or rating, including those rated below investment-grade (junk bonds) (up to 5% of total assets). The fund is non-diversified.

JHancock Blue Chip Growth A

Boston MA 02210
601 Congress Street

Fund Overview

Category Large Growth
Fund Family John Hancock
Net Assets 4.12B
YTD Return 13.97%
Yield 0.00%
Morningstar Rating
Inception Date Mar 27, 2015

Fund Operations

Last Dividend --
Last Cap Gain 58.00
Holdings Turnover 14.00%
Average for Category --

Fees & Expenses

Expense JBGAX Category Average
Annual Report Expense Ratio (net) 1.88% 0.99%
Prospectus Net Expense Ratio 1.88% --
Prospectus Gross Expense Ratio 1.89% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Paul D. Greene, Lead Manager since October 01, 2021
Paul Greene is an associate portfolio manager of the US Large-Cap Core Growth Equity Strategy in the U.S. Equity Division. He is a vice president and an Investment Advisory Committee member of the US Large-Cap Core Equity, US Capital Appreciation, US Structured Research Equity, and US Growth Stock Strategies and an Investment Committee member of the Global Growth Equity Strategy. Paul is a vice president of T. Rowe Price Group, Inc.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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