John Hancock Small Cap Equity Fund Class B (SPVBX)

28.89
Net Asset Value
+0.94%
1 Day
-10.25%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.97%
Expense Ratio
High
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)).

Performance

1 month-2.66% 3 years+9.48%
3 months+4.22% 5 years+15.14%
1 year+5.05% Since inception+8.49%
Data through --

Peer Comparisonvs. Small growth

 SPVBXCategory
Performance 5-yr return+15.14%+19.88%
Expense ratio1.97%1.42%
Risk 5 year sharpe ratio0.851.10
Net assets$446.4M$832.2M
Average market cap$2.1B$2.8B
Average P/E30.226.9
Portfolio turnover81%81%

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Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureThomas Holman / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock93.45%
Cash3.18%
International stock3.00%
Fixed income0.37%
Other0.00%
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
SNCR Synchronoss Technologies Inc4.62%
ALGN Align Technology Inc4.41%
HAIN Hain Celestial Group Inc3.60%
ULTI Ultimate Software Group Inc3.24%
GWRE Guidewire Software Inc3.16%
EPAY Bottomline Technologies Inc3.16%
ATHN AthenaHealth Inc3.12%
CNQR Concur Technologies Inc2.95%
CSOD Cornerstone OnDemand Inc2.92%
RH Restoration Hardware Holdings Inc2.89%

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