John Hancock II Mid Cap Stock Fund Class 1

 (MUTF:JIMSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.49%
   
1 week
   
-1.91%  
4 week
   
-4.92%  
3 month
   
-2.41%  
YTD
   
-1.08%  
1 year   +23.68%
   
3 years*   +10.55%
   
5 years*   +19.76%
   
*annualized
Best 3 month return+19.91%  
Worst 3 month return-38.99%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Average Above Average
5 years Average Above Average
10 years     -     - -
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.63B 
Front load-  
Deferred load-  
Expense ratio0.92%  
Management fee-  
Fund familyJohn Hancock 

Asset allocation

Cash0.00%  
Stocks98.12%  
Bonds1.19%  
Other0.69%  

Purchase information

Initial$0  
Additional$0  
21.13+0.08(0.38%)
Apr 17, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth and capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of medium-sized companies with significant capital appreciation potential. For the fund, "medium-sized companies" are those with market capitalizations within the collective market capitalization range of companies represented in either the Russell Mid Cap Index or the S&P Mid Cap 400 Index. It may invest up to 25% of its total assets in foreign securities, including emerging market securities.
Fund filings (PDF) »
Asset managers:
Stephen Mortimer (Started: Dec 31, 2009)
Mario Abularach (Started: Oct 14, 2005)
Michael Carmen (Started: Oct 14, 2005)
Advisor Company:
John Hancock Advisers, LLC
Fund family reports on Morningstar »
John Hancock, PO Box 55913, Boston, MA 02205-5913, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 6.59 -5.69 -1.85     -
Beta* 0.85 1.24 1.16     -
Mean annual return 1.99 1.03 1.81     -
R-squared* 48.36 81.48 81.81     -
Standard deviation 12.14 17.18 17.99     -
Sharpe ratio 1.96 0.71 1.20     -
* Against standard index

Top 10 holdings

Security Net Assets  
Actavis PLC (ACT) 1.92%  
TripAdvisor Inc (TRIP) 1.80%  
Autodesk, Inc. (ADSK) 1.78%  
NXP Semiconductors NV (NXPI) 1.76%  
Concur Technologies, Inc. (CNQR) 1.71%  
Pioneer Natural Resources Company (PXD) 1.66%  
Netflix, Inc. (NFLX) 1.61%  
Forest Laboratories, Inc. (FRX) 1.60%  
Whirlpool Corporation (WHR) 1.55%  
PVH Corp (PVH) 1.47%