John Hancock Funds
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| John Hancock Funds |
John Hancock provides individual funds and asset allocation funds. For individual funds, there are more than 50 mutual funds for investors to select. It offers equity fund, fixed income fund, international and sector funds. For asset allocation funds or balanced fund, there are 5 lifestyle portfolios and 8 lifecycle portfolios.
Top Mutual Funds
These popular John Hancock mutual funds for 2013 are selected based on its performance history. The funds are ranked with 3 star rating or higher by Morningstar. You may find the fund review below and other fund information including yield, expense ratio, sales load, etc. More information about how to purchase these funds are listed below as well.
The best John Hancock mutual funds 2013 are:
- JHancock3 Disciplined Value Mid Cap Fund (JVMAX)
- JHancock3 Global Shareholder Yield Fund (JGYAX)
- JHancock3 Core High Yield Fund (JYIAX)
- JHancock3 Disciplined Value Fund (JVLAX)
- JHancock Bond Fund (JHNBX)
- JHancock2 US Equity Fund (JHUAX)
- JHancock Income Fund (JHFIX)
- JHancock2 Lifestyle Growth Fund (JALGX)
- JHancock Balanced Fund (SVBAX)
- JHancock US Global Leaders Growth Fund (USGLX)
- JHancock Regional Bank Fund (FRBAX)
- JHancock2 Lifestyle Conservative Fund (JALRX)
- JHancock2 Lifestyle Moderate Fund (JALMX)
- JHancock Tax-Free Bond Fund (TAMBX)
- JHancock2 Floating Rate Income Fund (JFIAX)
- JHancock3 Rainier Growth Fund (RGROX)
JHancock3 Disciplined Value Mid Cap Fund (JVMAX)
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| JVMAX fund |
More: Best Principal Mutual Funds 2013
Morningstar ranks this mid cap value mutual fund with 5-stars rating. As one of the best John Hancock mutual funds, it has a year-to-date return of 11% as of May 1, 2013. The best 1-year total return was occurred in 2009 with 40.78%. The performance of this fund, based on the load adjusted returns, is as below:
- 1-year: 11.45%
- 3-year: 12.86%
- 5-year: 10.20%
- 10-year: 13.03%
JHancock3 Global Shareholder Yield fund (JGYAX)
JHancock3 Global Shareholder Yield fund uses its assets to purchase common stocks of companies located around the world. It invests mainly in dividend-paying companies. The fund’s CUSIP is 47803U103. The fund has $2.1 billion of total assets. It has a high yield of 2.45%. The fund’s expense ratio is 1.42% per year. It is currently managed by William W. Priest, Eric Sappenfield and Michael A. Welhoelter.Ranked with 5-stars rating by Morningstar, this best mutual fund has 12.54% year-to-date return as of May 1, 2013. The 5-year average return is 5.69%. The fund has recorded its best 1-year total return in 2009 with 22.98%. The worst 1 year total return was occurred in 2008 with -30.49%. The 3-year beta risk is 0.64.
The fund’s top sectors as of March 2013 are Consumer Staples (16.11%), Utilities (15.66%) and Telecommunication Services (14.45%). The top holdings are BCE Inc (1.91%), Swisscom AG (1.75%), Vodafone Group PLC (1.74%), Kimberly-Clark Corp (1.69%) and PPL Corp (1.68%).
JHancock3 Disciplined Value fund (JVLAX)
JHancock3 Disciplined Value fund is managed by Mark E. Donovan and David J. Pyle. This equity fund was first introduced to market in 1997. The other classes of this fund are Class B (JVLBX) and Class C (JVLCX). It has total net assets of $4.7 billion. The fund’s yield is 0.71% and is distributed annually. The annual expense ratio is 1. 24%. It also has annual holdings turnover of 44.00% as of April 24, 2013.As part of best John Hancock mutual funds, it is rated with 4-stars and Bronze rating by Morningstar. The year-to-date return is 12.03%. It has 7.43% of 5-year average return. Based on the load adjusted returns, the fund has returned 10.09% over the past 3-year and 9.60% over the past decade. The best 1-year total return was in 2009 with 26.05%.
Financials (29.31%) and Health Care (19.44%) are the top 2 sectors of this fund. And the top holdings as of March 2013 are Wells Fargo & Company (4.03%), Berkshire Hathaway Inc (3.97%), General Electric Company (3.73%), Pfizer Inc (3.60%) and Exxon Mobil Corp (3.50%).
JHancock3 Core High Yield fund (JYIAX)
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| JYIAX fund |
More: Top Hartford Mutual Funds 2013
The minimum initial investment for brokerage or retirement account is $2,500 with no minimum subsequent investment. The other classes of this fund are Class B (JYIBX), Class C (JYICX), and Institutional Class (JYIIX). The JYIIX fund has no sales load.
Since the inception in 2009, this top John Hancock mutual fund has always provided positive returns. In 2010, the 1 year total return was 20.82%. This high yield bond fund is ranked with 5-stars rating by Morningstar. Based on the load adjusted returns, it has returned 6.78% over the past 1-year and 12.65% over the past 3-year.
The top industry as of March 2013 is Oil, Gas & Consumable Fuels (12.78%). The top issuers are Reddy Ice Corp (2.43%), Thompson Creek Metals Co Inc (2.43%), HD Supply Inc (2.21%), National Mentor Holdings Inc (2.19%) and Heckmann Corp (1.73%).
JHancock Bond fund (JHNBX)
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| JHNBX fund |
This John Hancock fund has an average maturity of 7.84 years. It has 33 years record of positive return and 6 years of negative return. The best achievement was in 2009 with 28.43%. The 3-year beta risk is 0.47. This fund is ranked with 4-stars rating by Morningstar. The year-to-date return is 2.98%. Based on the load adjusted returns, it has returned 7.72% over the past 5-year.
The top asset mix is Corporate Bonds (36.67%). The top 5 issuers of this JHNBX fund are Federal Home Loan Mortgage Corp (12.99%), Federal National Mortgage Association (10.0%), US Treasury Notes/ Bonds (7.64%), JP Morgan Chase & Company (2.54%) and Morgan Stanley (1.95%).
JHancock Income fund (JHFIX)
Morningstar analysts rank this JHancock Income fund with 3-stars and Bronze rating. It has YTD return of 3.41%. The fund managers are Daniel Janis III, John Iles, Barry Evans and Thomas C. Goggins. The total net assets are $3.6 billion. It has 0.93% annual expense ratio. The fund is in the Multisector Bond category. The fund has 22 years of positive return since the inception in 1986. The top issuers are Republic of Philippines (2.73%), Government of New Zealand (2.45%) and Korea Treasury Bond (2.04%).John Hancock Funds Information
| No | Fund Description | Ticker | Category | Rating | Assets (Mil) | Assets (MS) | Expense Ratio | Yield |
|---|---|---|---|---|---|---|---|---|
| 1 | JHancock3 Disciplined Value Mid Cap A | JVMAX | Mid-Cap Value | 5 | 1190.92 | $3,300.0 | 1.29% | 0.29% |
| 2 | JHancock3 Global Shareholder Yield A | JGYAX | World Stock | 5 | 310.97 | $2,100.0 | 1.42% | 2.45% |
| 3 | JHancock3 Core High Yield A | JYIAX | High Yield Bond | 5 | 223.61 | $274.2 | 1.24% | 6.72% |
| 4 | JHancock3 Disciplined Value A | JVLAX | Large Value | 4 | 1521 | $4,700.0 | 1.24% | 0.71% |
| 5 | JHancock Bond A | JHNBX | Intermediate-Term Bond | 4 | 1436.84 | $2,000.0 | 1.02% | 4.22% |
| 6 | JHancock2 US Equity A | JHUAX | Large Blend | 4 | 27.89 | $1,800.0 | 1.35% | 0.95% |
| 7 | JHancock Income A | JHFIX | Multisector Bond | 3 | 1711.45 | $3,600.0 | 0.93% | 5.05% |
| 8 | JHancock2 Lifestyle Growth A | JALGX | Aggressive Allocation | 3 | 1016.14 | $12,700.0 | 1.45% | 1.53% |
| 9 | JHancock Balanced A | SVBAX | Moderate Allocation | 3 | 542.26 | $1,000.0 | 1.18% | 1.89% |
| 10 | JHancock US Global Leaders Gr A | USGLX | Large Growth | 3 | 541.96 | $935.7 | 1.30% | 0.00% |
| 11 | JHancock Regional Bank A | FRBAX | Financial | 3 | 527.22 | $574.0 | 1.38% | 0.50% |
| 12 | JHancock2 Lifestyle Conservative A | JALRX | Conservative Allocation | 3 | 513.44 | $4,100.0 | 1.32% | 3.16% |
| 13 | JHancock2 Lifestyle Moderate A | JALMX | Conservative Allocation | 3 | 460.07 | $4,500.0 | 1.37% | 2.72% |
| 14 | JHancock Tax-Free Bond A | TAMBX | Muni National Long | 3 | 455.54 | $520.3 | 0.86% | 3.94% |
| 15 | JHancock2 Floating Rate Income A | JFIAX | Bank Loan | 3 | 420.02 | $3,100.0 | 1.20% | 4.56% |
| 16 | JHancock3 Rainier Growth A | RGROX | Large Growth | 3 | 356.13 | $1,100.0 | 1.27% | 0.00% |
| 17 | JHancock Financial Industries A | FIDAX | Financial | 3 | 283.32 | $316.8 | 1.42% | 0.26% |
| 18 | JHancock2 Alternative Asset Allc A | JAAAX | Multialternative | 3 | 245.15 | $576.4 | 1.78% | 1.24% |
| 19 | JHancock CA Tax-Free Income A | TACAX | Muni California Long | 3 | 242.52 | $278.4 | 0.86% | 4.08% |
| 20 | JHancock High-Yield Muni Bond A | JHTFX | High Yield Muni | 3 | 219.23 | $295.6 | 0.89% | 4.09% |
| 21 | JHancock Investment Grade Bond A | TAUSX | Intermediate-Term Bond | 3 | 183.97 | $245.3 | 0.98% | 3.45% |
| 22 | JHancock3 Small Company A | JCSAX | Small Blend | 3 | 118.99 | $166.7 | 1.44% | 0.00% |
| 23 | JHancock MA Tax-Free Income A | JHMAX | Muni Massachusetts | 3 | 105.07 | $129.2 | 0.87% | 3.32% |
| 24 | JHancock3 International Core A | GIDEX | Foreign Large Value | 3 | 97.8 | $1,200.0 | 1.58% | 3.02% |
| 25 | JHancock3 International Growth A | GOIGX | Foreign Large Growth | 3 | 83.02 | $205.3 | 1.59% | 1.79% |
| 26 | JHancock NY Tax-Free Income A | JHNYX | Muni New York Long | 3 | 52.95 | $65.7 | 0.93% | 3.51% |
| 27 | JHancock Greater China Opp A | JCOAX | China Region | 3 | 47.99 | $69.7 | 1.80% | 0.30% |
| 28 | JHancock2 Emerging Markets A | JEVAX | Diversified Emerging Mkts | 3 | 25.08 | $2,500.0 | 1.75% | 0.69% |
| 29 | JHancock3 International Value Eq A | JIEAX | Foreign Large Value | 3 | 9.2 | $331.5 | 1.60% | 0.92% |
| 30 | JHancock2 International Growth Eq A | JTIGX | Foreign Large Growth | 3 | 4.56 | $33.5 | 1.35% | 0.58% |
| 31 | JHancock2 Global High Yield A | JYGAX | Multisector Bond | 3 | 0.14 | $549.2 | 1.30% | 5.49% |
| 32 | JHancock2 Short Duration Credit Opps A | JMBAX | Nontraditional Bond | 3 | 0.05 | $1,200.0 | 1.25% | 3.25% |
John Hancock Funds Performance
| No | Fund Description | Ticker | YTD Return % | 1 Year Return % | 3 Year Return % | 5 Year Return % |
|---|---|---|---|---|---|---|
| 1 | JHancock3 Disciplined Value Mid Cap A | JVMAX | 11.00% | 15.76% | 13.52% | 9.54% |
| 2 | JHancock3 Global Shareholder Yield A | JGYAX | 12.54% | 17.27% | 13.04% | 5.91% |
| 3 | JHancock3 Core High Yield A | JYIAX | 5.31% | 13.41% | 12.73% | N/A |
| 4 | JHancock3 Disciplined Value A | JVLAX | 12.03% | 17.44% | 11.99% | 6.13% |
| 5 | JHancock Bond A | JHNBX | 2.98% | 9.82% | 8.51% | 8.96% |
| 6 | JHancock2 US Equity A | JHUAX | 12.91% | 15.44% | 12.83% | 6.16% |
| 7 | JHancock Income A | JHFIX | 3.41% | 9.77% | 8.01% | 8.85% |
| 8 | JHancock2 Lifestyle Growth A | JALGX | 7.39% | 11.32% | 8.31% | 3.29% |
| 9 | JHancock Balanced A | SVBAX | 8.41% | 12.47% | 8.55% | 4.29% |
| 10 | JHancock US Global Leaders Gr A | USGLX | 6.74% | 8.53% | 12.79% | 7.33% |
| 11 | JHancock Regional Bank A | FRBAX | 7.47% | 12.59% | 4.53% | 1.87% |
| 12 | JHancock2 Lifestyle Conservative A | JALRX | 3.32% | 8.15% | 7.17% | 5.70% |
| 13 | JHancock2 Lifestyle Moderate A | JALMX | 5.04% | 9.80% | 8.07% | 5.31% |
| 14 | JHancock Tax-Free Bond A | TAMBX | 1.51% | 5.93% | 6.26% | 5.85% |
| 15 | JHancock2 Floating Rate Income A | JFIAX | 2.92% | 7.19% | 5.90% | 5.46% |
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