Mutual Funds Investments
Fri, 05 Feb 2010 07:57:57 +0000
Mutual Funds: Top John Hancock Funds
By Zacks Investment Research on February 4, 2010 | More Posts By Zacks Investment Research | Author's Website
One of the largest U.S. investment families, John Hancock Financial Services has a wide range of offerings including insurance and investment related products. With more than $226.5 billion in funds under its management, it offers a variety of funds specializing in industries like timber and agriculture. Founded in 1863, John Hancock continues to be one of the most well recognized financial brands domestically.
Below we will share with you 5 top rated John Hancock funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect the fund to outperform its peers in the future. To view the Zacks Rank and past performance of all John Hancock funds, then click here.
John Hancock High Yield A (JHHBX) seeks current income with capital appreciation as a secondary goal. It invests the majority of its assets in domestic and foreign fixed-income and may invest a smaller proportion in companies of different sizes. The John Hancock fund returned 69% over the last one year period.
The fund has a minimum initial investment of $2,500 and an expense ratio of 1.08% compared to a category average of 1.20%.
John Hancock Investment Grade Bond A (TAUSX) invests primarily in investment-grade bonds, Mortgage-related securities and derivatives based on indexes. The fund returned 19.2% in 2009 and has a ten year annualized return of 5.6%.
Barry H Evans is the fund manager and has managed this John Hancock fund since 1995.
John Hancock Small Cap Equity A (SPVAX) seeks capital appreciation by investing in smaller companies within similar market caps to the Russell 2000 Index. It may utilize up to 15% of its assets in purchasing foreign securities or bonds with differing maturities and ratings. In the last one year, the fund was up 48%.
As of November 2009, this John Hancock fund held 98 issues, with 2.67% of its total assets invested in Evercore Partners.
John Hancock Balanced A (SVBAX) invests in both debt and equity securities. Even though it primarily purchases domestic securities, it may invest up to 35% of assets in foreign securities. The John Hancock fund has an expense ratio of 1.18% compared to a category average of 1.01%.
The fund has a five year annualized return of 8.1%.
John Hancock US Global Leaders Growth A (PGGIX) seeks long-term capital appreciation by investing at least 80% of assets in domestic companies which are recognized as leaders in their respective industry segments. The John Hancock fund is non-diversified and returned 44% in 2009.
The Fund Manager is George P. Fraise and he has managed this fund since 2000.
To view the Zacks Rank and past performance of all John Hancock funds, then click here.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Learn more about the Zacks Mutual Fund Rank at http://www.zacks.com/funds.
Definition of Hedge FundsHedge Funds are that funds which are created by investment managers or professional investors to reduce the risk of small and medium investors. These investors invest some amount of his investment in hedge funds instead of direct investment in share or bonds. With this, return on investment will also increase. Investor chooses and decides hedge fund investment. Subscription amount is paid to the custodian. Custodian confirms receipt of payment to fund administrator. Fund administrator instructs issue of share to investor. Fund administrator issues reports on hedge fund performance. Investment manager instructs custodian to move funds to prime broker for investment in market. During the process the prime broker and custodian are in direct contact with fund administrator.
Hedge funds used to occupy a dark, undisturbed corner of the financial world, but over the last year theyve been thrown under the spotlight. Still, many people dont know exactly what hedge funds are, or what hedging actually means. Senior Editor Paddy Hirsch explains.
hedge funds in india
List of hedge funds operating in India :-
- Indea Capital Pte Ltd.
- India Capital Fund.
- India Deep Value Fund
- Absolute India Fund (AIF)
- Naissance Jaipur (India) Fund
- Avatar Investment Management
- Passport India Fund
- HFG India Continuum Fund
- Monsoon Capital Equity Value Fund
- Karma Capital Management, LLC
- Vasishta South Asia Fund Limited
- Atyant Capital
- Atlantis India Opportunities Fund
Hedge funds vs mutual funds
Hedge funds and mutual funds are both useful to increase ROI with minimum risk of losing principle amount in investment. But, there are many differences between hedge funds and mutual funds.
* Mutual Funds are highly regulated, restricting the use of short selling and derivatives
* Hedge Funds, on the other hand, are unregulated and therefore unrestricted.
* Mutual Funds generally remunerate management based on a percent of assets under management.
* Hedge Funds always remunerate managers with performance-related incentive fees as well as a fixed fee.
* The future performance of Mutual Funds is dependent on the direction of the equity markets.
* The future performance of many Hedge Fund strategies tends to be highly predictable and not dependent on the direction of the equity markets. Link
