Analyze the Fund Boston Trust Walden SMID Cap Fund having Symbol WASMX for type mutual-funds and perform research on other mutual funds. For more details, see Risk Disclosures section of this booklet, * The Net expense ratio shown is for the underlying fund and reflects any fee waivers or expense reimbursements and is subject to change.
h�\�=o� �w~ō�:���q$��U��P�v�:8��j��3���θ�� >�W������ַ#dO��;�i��8��hxl=H���|�vۙ �w�a�n���3]c�C�����瀠�����X��t�*Л����P�qh쇉B+����o}�k�bQ�\+r���I�d`���AM`)�^[email protected]�� ��`�:) The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 14.70 or higher, the Fund is classified as "Aggressive;" between 10.00 and 14.69 as "Growth;" between 6.40 and 9.99 as "Growth & Income;" between 2.50 and 6.39 as "Income;" and 2.49 and below as "Conservative." (��)V=���$������>��OO�>θ;�r )����w����.���е�����~��T���)�����O�_�P&!�-�v8[8��5������h�:�.� �����F �ɜ��Iw-������+_��a�dM��]��؉ki�śv=4� o���Bj��W�6� ��c L0�P���H~�\�ݐ�c�.�?�M���[email protected]/��Ud�g�e���(T$ �X�!�Ё� �P�Z ��]H�$&�a�3xF(�$ Foreign securities are subject to increased issuer risk because foreign issuers may not experience the same degree of regulation as U.S. issuers do and are held to different reporting, accounting, and auditing standards. Since you’ve just unblocked this person, you must wait 48 hours before renewing the block. Economic, political, social, or diplomatic developments can also negatively impact performance. S&PCredit ratings of AA- or better are considered to be high credit quality; credit ratings of BBB- are good credit quality and the lowest category of investment grade; credit ratings BB+ and below are lower-rated securities (âjunk bondsâ); and credit ratings of CCC+ or below have high default risk. From time to time, changes are made to Funds, and the availability of these changes may be subject to State approvals or other compliance requirements. The portfolio consists of multiple subportfolios and each subportfolio is actively managed by Wellington Management’s Global Industry Analysts. Fund Expense Ratio or FER). ��A� ��$��Ě�;H�c�X*�k �xbe�$X>@�Cd�$��p�Q� �)���qW vm�X�kr�0�d`bd����84��L AThe amounts displayed below represent the gross and net expense ratios of the underlying fund in which the sub-account invests. Benchmark Russell 2000 Index Annual returns The Vanguard Wellington Fund is a balanced fund that has a greater percentage in stocks than in bonds. Learn about WASMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. The machine-learning model is then applied to the “uncovered” fund IPO Investing in initial public offerings may increase volatility and have a magnified impact on performance. Principal risks include:small cap, high portfolio turnover, IPO, risk of increase expenses, equity securities, market/market volatility, restricted/illiquid securities, loss of money, other, not FDIC insured, foreign securities, mid-cap, management, technology sector, merger and replacement, ETF and industry and sector investing. The credit quality breakdown does not give effect to the impact of any credit derivative investments made by the fund.Moody's The rating scale, running from a high of Aaa to a low of C, comprises 21 notches.
Smaller, less-seasoned companies may be subject to increased liquidity risk compared with mid- and large-cap companies and may experience greater price volatility than do those securities because of limited product lines, management experience, market share, or financial resources, among other factors. Examples of business or market sectors where this risk may be particularly high include: a) technology-related businesses, including Internet-related businesses, b) small-cap securities and c) foreign securities. The performance data for a sub-account for any period prior to the sub-account Inception Date is hypothetical based on the performance of the underlying investment since inception of the underlying investment. Wellington Management International Limited. Indexes are unmanaged and cannot be invested in directly. 2A. Funds are placed in a category based on their portfolio statistics and compositions over the past three years. Allocating assets to only one or a small number of the investment options (other than an asset allocation investment option such as a target date or target risk option) should not be considered a balanced investment program. endstream endobj 38 0 obj <>stream
Comprehensive information about top holdings and Key Holding Information for the Wellington CIF II Small Cap 2000 S1 (0P0000UTWB) fund. � \�� The ticker symbols do not directly apply to the John Hancock sub-account and therefore any public information accessed using these symbols will not reflect the unit value of the subaccount, nor will such information reflect sub-account, contract-level or participant-level charges under your plan's group annuity contract. All performance calculations shown have been prepared solely by John Hancock USA.
Russell 2000 Growth Index: Offers investors access to the small-cap growth segment of the U.S. equity universe and is constructed to provide a comprehensive and unbiased barometer of the small-cap growth market. All rights reserved. ETF Investments in exchange-traded funds generally reflect the risks of owning the underlying securities they are designed to track, although they may be subject to greater liquidity risk and higher costs than owning the underlying securities directly because of their management fees. Index returns were prepared using Morningstar Direct. The total revenue John Hancock receives on this Fund is higher than those advised or sub-advised exclusively by unaffiliated entities. Fees and expenses are only one of several factors that you should consider when making investment decisions. Although gathered from reliable sources, the information is not represented or warranted by Morningstar to be accurate, correct, complete or timely. Share price information may be rounded up/down and therefore not entirely accurate. The Fund invests primarily in U.S. equity securities. We believe this combination of autonomy and collaboration is a powerful advantage when investing in the vast global equity … Requests may be cancelled if not within our guidelines.Participants are allowed a maximum of two exchanges per calendar month. 4A. 5A. Small Cap Concentrating assets in small-capitalization stocks may subject the portfolio to the risk that those stocks underperform other capitalizations or the market as a whole. Although gathered from reliable sources, the information is not represented or warranted by Morningstar to be accurate, correct, complete or timely. p25. It invests at least 80% of it s net assets in securities of large-capitalization companies. FT is not responsible for any use of content by you outside its scope as stated in the. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Made In NYC | The credit quality breakdown does not give effect to the impact of any credit derivative investments made by the fund.Moody'sThe rating scale, running from a high of Aaa to a low of C, comprises 21 notches. 3 10.98 383. `�p^���U�س��vT�\1�ō��ƫ�cQ��W5� f ��$ByWlx�^c�Hj��v ��]@������ 1Æ�� `�2:�C�1* ��%) MAY LOSE VALUE. Your actual costs of investing in the fund may be higher than the expenses shown in "Annual fund operating expenses" for a variety of reasons. Fund availability subject to regulatory approval and may vary from state to state.
Shares of ETFs are subject to market trading risk, potentially trading at a premium or discount to net asset value. GAverage Credit Quality is from a Nationally Recognized Statistically Rating Organization (NRSRO). 195.
US Large-Cap Blend Equity: ... 14/07/2020 1.35%: Investment Objective: Wellington US Research Equity Fund G USD Acc: The investment objective of the Fund is to seek long-term total returns. © 2007-2020 Fusion Media Limited. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. John Hancock does not provide advice regarding appropriate investment allocations.
i47. Moody's appends numerical modifiers 1, 2, and 3 to each generic rating classification from Aa through Caa. You want potential long-term growth of capital and can accept the relatively high levels of risk and volatility that typically accompany investments in small-company stocks, You want exposure to stocks of small companies with typically above-average growth prospects and robust market dynamics. Allocation percentages may vary or be adjusted due to market or economic conditions or other reasons as set out in the prospectus. Peer Group Performance: With respect to the Funds that display a Peer Group Performance. 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. Your ability to comment is currently suspended due to negative user reports.
© 2020 Morningstar. WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP. © 2020 Insider Inc. and finanzen.net GmbH (Imprint). ****Expense Ratio (ER), This material shows expenses for a specific unit class for investment options available under a John Hancock group annuity contract. For more information, please contact your financial representative. 103 0 obj <>stream Equity Securities The value of equity securities, which include common, preferred, and convertible preferred stocks, will fluctuate based on changes in their issuersâ financial conditions, as well as overall market and economic conditions, and can decline in the event of deteriorating issuer, market, or economic conditions. 91. The performance of an Index does not include any portfolio or insurance-related charges.
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