JHFunds2 Mid Cap Stock 1 Fund (JIMSX) seeks capital growth for the long run. JIMSX invests a large part of its assets in securities of mid-cap companies with strong capital growth prospect. JIMSX invests in companies with market cap size within the universe of either the Russell Mid Cap Index or the S&P Mid Cap 400 Index. JIMSX may invest a maximum of 25% of its assets non-U.S. securities, which also include securities from emerging markets.
This Mid Growth product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 8.5% and 5 year 11.6%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
JIMSX’s performance, as of the last filing, when compared to funds in its category was in the top 29% over the past 1 year and in the top 43% over the past 3 years.
The JHFunds2 Mid Cap Stock 1 fund, as of the last filing, allocates their fund in top two major groups; Large Growth and Small Growth. Further, as of the last filing, Uber Technologies Inc, Workday Inc and ServiceNow Inc were the top holdings for JIMSX.
This Zacks Rank #1 (Strong Buy) was incepted in October 2005 and is managed by John Hancock. JIMSX carries an expense ratio of 0.92% and requires a minimal initial investment of $0.
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Zacks Investment Research