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JHancock U.S. Global Leaders Growth R6 (UGLSX)

63.97
-0.81
(-1.25%)
At close: 8:02:19 PM EDT

Fund Summary

The fund invests at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in common stocks of companies the manager regards as U.S. Global Leaders. It typically invests in large-capitalization companies. The fund may invest in other types of equity securities, including up to 20% of its net assets in foreign companies and in U.S.-traded securities of large-capitalization, well-established foreign issuers.

JHancock U.S. Global Leaders Growth R6

Boston, MA 02210-2805
601 Congress Street

Fund Overview

Category Large Growth
Fund Family John Hancock
Net Assets 1.96B
YTD Return -4.62%
Yield 0.00%
Morningstar Rating
Inception Date Sep 29, 1995

Fund Operations

Last Dividend 0.13
Last Cap Gain 13.00
Holdings Turnover 29.00%
Average for Category --

Fees & Expenses

Expense UGLSX Category Average
Annual Report Expense Ratio (net) 0.77% 0.99%
Prospectus Net Expense Ratio 0.77% --
Prospectus Gross Expense Ratio 0.78% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Gupta is an Analyst, Portfolio Manager, Principal and a member of the Investment Committee at Sustainable Growth Advisers. Prior to joining the firm in 2014, he was a Senior Analyst at MDR Capital Management and an Investment Banking Associate at Bank of America Merrill Lynch. Prior to that, Mr. Gupta spent three years in the industry as a Product and Program Manager at Amazon.com and, as part of their strategic executive division, led the launch of Amazon’s Japanese and German merchant platforms.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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