John Hancock Variable Insurance Trust 500 Index Trust I (JFIVX)

31.30
Net Asset Value
-0.16%
1 Day
-17.28%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.55%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to approximate the aggregate total return of a broad-based U.S. domestic equity market index. The fund invests at least 80% of its net assets at the time of investment in (a) the common stocks that are included in the S&P 500 Index and (b) securities (which may or may not be included in the S&P 500 Index) that the subadviser believes as a group will behave in a manner similar to the index. The subadviser may determine that the fund's investments in certain instruments, such as index futures, total return swaps and ETFs have similar economic characteristics as securities that are in the S&P 500 Index.

Performance

1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception+10.41%
Data through --

Peer Comparisonvs. Large blend

 JFIVXCategory
Performance 5-yr return--+10.55%
Expense ratio0.55%0.65%
Risk 5 year sharpe ratio0.440.59
Net assets$4.9B$1.7B
Average market cap$126.9B$174.8B
Average P/E22.218.3
Portfolio turnover3%3%

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Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureAshikhusein Shahpurwala / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock95.71%
Cash3.09%
International stock1.20%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
MSFT Microsoft4.56%
AAPL Apple4.54%
-- 2.99%
AMZN Amazon2.94%
FB Facebook1.71%
BRKB Berkshire Hathaway1.54%
GOOGL Google1.51%
GOOG Google1.51%
JPM JPMorgan Chase1.46%
JNJ Johnson & Johnson1.38%