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John Hancock Small Cap Equity Fund Class C (SPVCX)

26.47
Net Asset Value
-1.01%
1 Day
-6.66%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.91%
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: (i) a basket of foreign securities; (ii) bonds of any maturity, rated as low as CC by Standard & Poor's Ratings Services or Ca by Moody's Investors Service, Inc. 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)); or (iii) any combination thereof.

Performance

1 month-0.41% 3 years+2.64%
3 months+7.95% 5 years+1.93%
1 year-13.65% Since inception+5.11%
Data through --

Peer Comparisonvs. Small growth

 SPVCXCategory
Performance 5-yr return+1.93%+6.48%
Expense ratio1.91%1.34%
Risk 5 year sharpe ratio0.210.46
Net assets$332.8M$791.3M
Average market cap$1.8B$2.7B
Average P/E22.724.1
Portfolio turnover91%91%

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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--

Holdings

U.S. stock96.89%
Cash1.79%
International stock1.21%
Fixed income0.11%
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
HELE Helen of Troy Ltd2.50%
CSGP CoStar Group Inc2.46%
POOL Pool Corp2.34%
GWRE Guidewire Software Inc2.25%
LAD Lithia Motors Inc2.23%
MNRO Monro Muffler Brake Inc2.18%
PRLB Proto Labs Inc2.12%
APOG Apogee Enterprises Inc2.09%
AYI Acuity Brands Inc2.07%
AIRM Air Methods Corp2.02%

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