Listed holdings do not represent all of the holdings in the underlying fund. Performance current to the most recent month-end is available at myplan.johnhancock.com. + When contributions are allocated to Funds under your employer's group annuity contract with John Hancock, they will be held in a sub-account (also referred to as "Fund"), which invests in shares of the specified underlying mutual fund, collective trust, ETF or a combination of these. "Vanguard High-Yield Tax-Exempt Fund, Overview." From 2009 to 2019, the Vanguard High-Yield Tax-Exempt Fund has generated an average annual rate of return of 5.35%. AThe amounts displayed below represent the gross and net expense ratios of the underlying fund in which the sub-account invests. Although gathered from reliable sources, the information is not represented or warranted by Morningstar to be accurate, correct, complete or timely. You want a simple, low-cost way to invest in large-capitalization growth stocks, You want to track the performance of the CRSP US Large Cap Growth Index. Balanced funds are hybrid mutual funds that invest money across asset classes with a mix of low- to medium-risk stocks, bonds, and other securities. Any sale of the investmentâs large positions could adversely affect stock prices if those positions represent a significant part of a companyâs outstanding stock. Performance information current to the most recent month-end is available on our website myplan.johnhancock.com. 6A. The Vanguard Star Fund Investor Shares is a balanced fund between stocks and fixed income, and falls into Morningstar’s allocation – 50 to 70 percent equity category. All Rights Reserved. Sub-Account Inception Date: May 4, 2007 Underlying fund Inception Date: November 2, 1992. Get fund performance data on Vanguard Growth Index Fund ETF Shares (VUG) including growth, trailing returns, and quarterly and monthly returns. "Vanguard Wellesley Income Fund Investor Shares (VWINX), Fees and Minimums." Any of these scenarios may cause the investment to incur substantial trading losses. See Important Notes for the rating criteria. Market/Market Volatility The market value of the portfolioâs securities may fall rapidly or unpredictably because of changing economic, political, or market conditions, which may reduce the value of the portfolio. The underlying securities in each portfolio are the primary factor Morningstar uses as the investment objective and investment strategy stated in a fundâs prospectus may not be sufficiently detailed for our proprietary classification methodology. Product features and availability may differ by state. 3A. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Morningstar data is Â©2020 by Morningstar, Inc. All rights reserved. Past performance is no guarantee of future results and current performance may be lower or higher than the performance quoted. 1A. John Hancock USA and John Hancock NY each make available a platform of investment alternatives to sponsors or administrators of retirement plans without regard to the individualized needs of any plan. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Please refer to the underlying prospectus or offering documents for additional information.A. Large Growth: Large-growth portfolios invest in big U.S. companies that are projected to grow faster than other large-cap stocks. The Morningstar rating system is designed to weigh various factors of a fund, such as past performance, management, fees, and the process that a fund uses to select its holdings. Allocation percentages may vary or be adjusted due to market or economic conditions or other reasons as set out in the prospectus. Allocating assets to only one or a small number of the investment options (other than the Target Date âLifecycleâ or Target Risk âLifestyleâ options) should not be considered a balanced investment program. Principal risks include:loss of money, ETF, early close/late close/trading halt, equity securities, nondiversification, not FDIC insured, industry and sector investing, market trading, management, risk of increase expenses, market/market volatility and merger and replacement. **S&P 500 Growth Index (formerly known as the S&P 500/Barra Growth Index) through May 16, 2003; MSCI US Prime Market Growth Index through April 16, 2013; CRSP US Large Cap Growth Index … These charges, if included, would otherwise reduce the total return for a participantâs account. Past performance is no guarantee of future results.Morningstar assigns categories by placing funds into peer groups based on their underlying holdings. John Hancock does not provide advice regarding appropriate investment allocations. Performance data reflects changes in the prices of a sub-account's investments (including the shares of an underlying mutual fund, collective trust, or ETF), reinvestment of dividends and capital gains and deductions for the sub-account charges.The performance data presented represents past performance. MAY LOSE VALUE. The fund has a very low expense ratio of 0.09% and a 30-day SEC yield of 1.55% as of Dec. 31, 2019. Group annuity contracts and recordkeeping agreements are issued by: John Hancock Life Insurance Company (U.S.A.) (âJohn Hancock USAâ), Boston, MA (not licensed in New York) and John Hancock Life Insurance Company of New York (âJohn Hancock NYâ), Valhalla, NY. Net assets are more likely to decrease and fund expense ratios are more likely to increase when markets are volatile. ... Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index … Requests may be cancelled if not within our guidelines.Participants are allowed a maximum of two exchanges per calendar month. The offers that appear in this table are from partnerships from which Investopedia receives compensation. From 2009 to 2019, the fund has generated an annual average return of 7.98%. The fund has a very low expense ratio of 0.23% and a 30-day SEC yield of 2.56%. It is most suitable for investors who are interested in income investing at a very low cost.
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