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: | 76.64M | | Year-to-Date Return: | -16.24% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-94 |
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Alan E. Norton
Lead Manager since
12-Apr-02 | | | Norton is vice president with MFC Global Investment Management LLC. Previously, he was a vice president of John Hancock funds. Prior to joining Hancock, he was senior portfolio manager with The Colony Group from 2001 to 2002 and director of research and portfolio manager at Congress Asset Management Company from 1995 to 2001. Norton holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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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. |
| Last Dividend
(23-Dec-96):
| 0.01 | | Last Cap Gain
(13-Nov-01):
| 0.17 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 114.64% |
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| Expense | SPVBX | Category
Avg | | Total Expense Ratio: | 2.10%
| 1.60% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$958 | $686 | | 5 Yr Expense Projection*: |
$1,329 | $1,085 | | 10 Yr Expense Projection*: |
$2,252 | $2,158 |
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1.49% Nasdaq 
0.27%
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