JHancock3 Leveraged Companies I

The investment seeks capital appreciation.
The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity and debt securities of leveraged companies. It may invest up to 40% of its net assets in debt securities, including up to 15% of its net assets in securities rated in default by S&P or Moody's, and their unrated equivalent. Up to 30% of the fund's net assets may be invested in equity and debt securities of foreign issuers, including issuers located in emerging market countries.

Key stats

Management firm  John Hancock
Domicile  United States
Fund Administrator  John Hancock Funds, LLC
Global Branding Name  John Hancock
Fund Status  OBSOLETE
Fund currency  USD
Launch Date  2008-04-30
Obsolete Date  2013-09-05
ISIN  US47803U7643
Fund Strategy  Aggressive Allocation
Benchmark  Credit Suisse Leveraged Loan USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-07-31
Return - 1 Month  4.84%
Return - 2 Months  3.63 %
Return - 3 Months  10.18%
Return - 6 Months  13.59 %
Return - 9 months  29.26 %
Return - 12 Months  52.26%
Annualized return 24 months  17.83 %
Annualized return 36 months  11.33 %
Annualized return 48 months  23.95 %
Annualized return 60 months  11.98 %
Return 120 months  0.00 %
Annualized return since Inception  11.02%
Return YTD  21.31%

Ratings

Morning Star Rating Date   2013-07-31
Morning Star Rating - 36 Months  fund has a 1 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Initial  0.00 %
Minimum Investment  $250,000
Maximum Managment Charge  0.75 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  John Hancock
Contact Address 2  PO Box 55913
Contact Address 3  Boston, MA 02205-5913
Contact city  Boston
Contact country  United States
Fund Admin Group  John Hancock
Web Address  www.johnhancock.com
Custodian  State Street Bank & Trust Co
Phone  800-225-5913

Price

Last Price Date  2013-09-05
Pre-tax nav  13.80
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.00
Price change (percentage)  0.00 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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