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JHancock U.S. Global Leaders Growth R2 (USLYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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70.08+0.63 (+0.91%)
At close: 08:01PM EDT

JHancock U.S. Global Leaders Growth R2

Boston, MA 02210-2805

601 Congress Street

John Hancock Capital Series

Management information
Robert L. Rohn,Lead manager since 31 October 2003
Mr. Rohn, Co-Founding Principal, Analyst, and Portfolio Manager on the SGA Investment Committee also sits on SGA's Executive Committee. He is a portfolio manager of SGA's US Large Cap Growth, Global Growth, Emerging Markets Growth, and Global Mid-Cap Growth Portfolios. Prior to co-founding SGA, Mr. Rohn was a portfolio manager and principal with W.P. Stewart & Co., Ltd. where he was CEO of the firm's core U.S. investment business and Chairman of the Management Committee. Prior to that, he was a Vice President with Yeager, Wood & Marshall, Inc., where he was a member of the Investment Policy Committee with responsibilities in equity analysis and portfolio management (1988-1991). Mr. Rohn began his career in 1983 at J.P. Morgan where he was an officer in Corporate Finance.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyJohn Hancock
Net assets2.54B
YTD return10.35%
Yield0.00%
Morningstar rating★★★
Inception date19 May 2002

Fund operations

Last dividend0.01
Last cap gain28.00
Holdings turnover24.00%
Average for categoryN/A

Fees and expenses

ExpenseUSLYXCategory average
Annual report expense ratio (net)0.89%0.99%
Prospectus net expense ratio0.89%N/A
Prospectus gross expense ratio0.90%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A