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John Hancock Small Cap Equity Fund Class B (SPVBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization companies. It may not invest more than 5% of its assets in any one security. The fund may invest up to 15% of its assets in a basket of foreign securities or in bonds of any maturity rated as low as CC by Standard & Poor's Ratings Services (S&P) or Ca by Moody's Investors Service, Inc. (Moody's) and their unrated equivalents (bonds rated BB and below by S&P or Ba and below by Moody's are considered below investment grade (i.e., junk bonds)).


1 month+5.42% 3 years+11.27%
3 months+3.81% 5 years+8.52%
1 year-1.51% Since inception+7.79%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+8.52%+12.11%
Expense ratio1.93%1.37%
Risk 5 year sharpe ratio0.530.78
Net assets$374.4M$770.2M
Average market cap$2.0B$2.8B
Average P/E25.126.9
Portfolio turnover115%115%

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Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureThomas Holman / 3 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock95.04%
Fixed income0.63%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 17.27%
Industrial materials 15.53%
Consumer goods 13.41%
Business service 12.40%
Financial service 7.18%
Top 10 Holdings
Portfolio weighting
POOL Pool Corp2.39%
RH Restoration Hardware Holdings Inc2.34%
TDY Teledyne Technologies Inc2.30%
LAD Lithia Motors Inc2.28%
FLTX Fleetmatics Group PLC2.22%
BABY Natus Medical Inc2.16%
CSGP CoStar Group Inc2.11%
MKTO Marketo Inc2.10%
RNG RingCentral Inc2.08%
KNL Knoll Inc2.08%