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JHSVX JHFunds2 Small Company Value NAV

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Fund JHSVX JHFunds2 Small Company Value NAV
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Similarity
?
100%
Annual Fees
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$128.97
(1.22% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,634.11
Est. savings over 30 yrs
Return
As of 12/31/16
1 YR RETURN 32.20%
3 YR 7.73%
5 YR 13.86%
10 YR 7.82%
Description
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in companies with market capitalizations, at the time of investment, that do not exceed the maximum market capitalization of any security in the Russell 2000 Index. It invests in small companies whose common stocks are believed to be undervalued. The fund may invest in fixed-income and convertible securities without restrictions on quality or rating, including up to 10% of total assets in below-investment-grade fixed-income securities. It may also invest up to 10% of its total assets in hybrid instruments.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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