JHancock Small Cap Equity C 601 Congress Street Boston MA 02210 Map
Phone: 800-225-5291
| Category: | Small Growth | | Fund Family: | John Hancock | | Net Assets: | 24.25M | | Year-to-Date Return: | -24.27% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-98 |
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Daniel Cole
Lead Manager since
21-Aug-08 | | | Cole is a vice president and portfolio manager at MFC Global Investment Management (U.S.), LLC. Prior to joining MFC in 2008, he was a director and senior equity portfolio manager at Columbia Management Group, where he managed Small Cap Growth and Mid Cap Growth equity portfolios. Previously, he was a vice president and portfolio manager at Neuberger Berman Management Company where he managed a Small Growth portfolio and was a member of their Growth Equity Team. |
| 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
| N/A | | Last Cap Gain
(13-Nov-01):
| 0.17 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 115.22% |
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| Expense | SPVCX | Category Avg | | Total Expense Ratio: | 2.10%
| 1.59% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.66% | | 3 Yr Expense Projection*: |
$658 | $682 | | 5 Yr Expense Projection*: |
$1,129 | $1,079 | | 10 Yr Expense Projection*: |
$2,431 | $2,146 |
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