The investment seeks long-term capital growth. The fund typically makes equity investments in U.S. companies listed in the Russell 1000 index, and in companies with similar size and growth as those listed. It intends to be fully invested and generally does not take temporary defensive positions through investment in cash and high quality money market instruments. The fund is nondiversified.
Fund filings (PDF) »

Asset manager:
Sam Wilderman (Started: Jun 12, 2006)

Advisor Company:
John Hancock Investment Mgmt Svcs
Fund family reports on Morningstar »

	1 year	3 years	5 years	10 years
Alpha*	4.33	-	-	-
Beta*	1.00	-	-	-
Mean annual return	-1.61	-	-	-
R-squared*	94.42	-	-	-
Standard deviation	15.27	-	-	-
Sharpe ratio	-1.42	-	-	-
* Against standard index

Risk measurement details »

Security	Net Assets
Wal-Mart Stores, Inc. (WMT)	5.43%
ExxonMobil Corporation (XOM)	4.95%
Microsoft Corporation (MSFT)	4.02%
Procter & Gamble Company (PG)	3.24%
Johnson & Johnson (JNJ)	3.14%
Coca-Cola Company (KO)	2.75%
Cisco Systems, Inc. (CSCO)	2.56%
PepsiCo, Inc. (PEP)	2.40%
Oracle Corporation (ORCL)	2.16%
Chevron Corporation (CVX)	2.16%

Holdings Performance »