Title: Interesting Comparisons
Subtitle: Created by John Hancock Investments
Fund Comparisons Page:
Fund Compare Labels
This whole section is not going to be rendered in the published view. Once you are done with the authoring, please activate the page and check your changes in publish instance. Values that are either not set yet or are deliberately configured as empty strings will be highlighted. Labels that are not set yet will be taken from the default configuration. If you want to override them, please set them here. Empty string is considered a valid value, so that you can override the default configuration in case you want to not display a given label at all.
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'AA Total Returns' Labels
Label Key ▲▼ Label Value ▲▼ subtitle % as of xAxisLabel1Month 1 month xAxisLabel1Year 1 year xAxisLabel10Year 10 year xAxisLabel3Month 3 month xAxisLabel3Year 3 year xAxisLabel5Year 5 year title Average annual total returns xAxisLabelinception Inception filterMonthEnd Month end filterQuarterEnd Quarter end filterWSC With sales charge filterWOSC Without sales charge xAxisLabelYTD YTD -
'Accessibility' Labels
Label Key ▲▼ Label Value ▲▼ removeFund Remove fund % suggestedComparison Suggestion: {title} including funds {fundList} and {lastFund} -
'Calendar Year Returns' Labels
Label Key ▲▼ Label Value ▲▼ title Calendar year returns subtitle without sales charge % as of -
'Equity Composition' Labels
Label Key ▲▼ Label Value ▲▼ filterLabelCountries Countries title Equity composition otherChartLabel Other filterLabelRegions Regions filterLabelSectors Sectors empty This fund has no equity composition data -
'Fixed Income Composition' Labels
Label Key ▲▼ Label Value ▲▼ filterLabelAssetMix Asset mix filterLabelCountry Countries filterLabelCreditQuality Credit quality title Fixed income composition filterLabelMaturity Maturity otherChartLabel Other filterLabelRegion Regions empty This fund has no fixed income composition data -
'Fixed Income Holdings Style' Labels
Label Key ▲▼ Label Value ▲▼ subtitle asOf as of {1} creditQuality Credit Quality extensive Extensive title Fixed income holdings by investment style high High interestSensitivity Interest-rate sensitivity limited Limited low Low medium Medium moderate Moderate -
'Fund Search' Labels
Label Key ▲▼ Label Value ▲▼ saveOptions {0} or {1} to save a comparison. addFund Add a Fund to your comparison watchlistFunds Add Funds from your watchlist backToFundCompare Back to fund compare jhSectionTitle Based on the funds you're comparing, try adding these John Hancock Investment Management Funds in the same Morningstar category: buildComparison Build comparison close Close comparisonSaved Comparison saved downloadComparison Download comparison modalTitle Edit funds suggestionExplanation Funds selected for comparison are the largest funds within the selected Morningstar category. login log in or or register Register for access saveButtonLabel Save comparison searchFund Search a Fund to get started searchPlaceholderText Search for any fund emptyToggle There must be at least one fund enabled. toggleHelp Toggle icon to hide or show data for the fund in all Fund Compare charts. suggestionText Try adding these funds in the same Morningstar category: viewSaved View saved comparisons compareSaved Your comparison has been saved. fundsCounter {0} of 5 funds added -
'Globals' Labels
Label Key ▲▼ Label Value ▲▼ commentary Commentary downloadChart Download chart downloadSuccess Downloaded {0} importantDisclosures Important disclosures loadingFundCompare Loading... resetChartButtonLabel Reset chart loadingFundCompareError Unable to add the funds. Please try again. downloadFailure Unable to download {0} morningstarError We are having problems reaching Morningstar services. Please try again later. -
'Header' Labels
Label Key ▲▼ Label Value ▲▼ addFund Add fund whishlistLabel Add funds to watchlist sectionAverageAnnualReturnsName Average annual total returns sectionCalendarReturnsName Calendar year returns sectionCharacteristicsName Characteristics subTitle Compare up to five different funds and ETFs from asset managers across the industry comparisonSaved Comparison saved downloadReport Download report mobileEditFunds Edit funds sectionEquityCompositionName Equity composition sectionFixedIncomeName Fixed income sectionFixedIncomeCompositionName Fixed income composition title Fund compare sectionHoldingsName Holdings by investment style sectionHypoGrowthName Hypothetical Growth sectionKeyDocumentsName Key documents sectionKeyFactsName Key facts sectionManagersName Managers sectionOverviewName Overview sectionPerformanceName Performance sectionRaitingsName Ratings removeFromWatchlist Remove funds from watchlist sectionRiskPerformanceName Risk and performance measures sectionRiskReturnName Risk and return sectionRiskDisclosuresName Risk Disclosure saveComparison Save comparison selectFund Select a fund to compare addSimilarFund Select another fund fundNotAvailable This fund is not available for comparison. Please select another fund. unsaved Unsaved comparison sectionUpdownRatioName Upside/downside capture ratio sectionValuationMeasuresName Valuation measures compareSaved Your comparison has been saved. -
'Holdings By Investment Style' Labels
Label Key ▲▼ Label Value ▲▼ subtitle holdings 75% of the fund’s stock holdings xAxisLabels2 Core xAxisLabels3 Core Growth xAxisLabels1 Core Value xAxisLabels0 Deep Value yAxisLabels4 Giant xAxisLabels4 High Growth title Holdings by investment style yAxisLabels3 Large yAxisLabels2 Medium yAxisLabels0 Micro yAxisLabels1 Small weighted Weighted average of holdings -
'Hypothetical Growth' Labels
Label Key ▲▼ Label Value ▲▼ description Adjust the investment amount to see hypothetical growth endDateLabel End date endDateError End date must be after start date. title Hypothetical Growth amountLabel Investment amount startDateLabel Start Date startDateError Start date must be before end date. subtitle without sales change -
'Interesting Comparisons' Labels
Label Key ▲▼ Label Value ▲▼ year1 1 year year3 3 year year5 5 year missingFunds funds could not be loaded. sectionTitle Interesting comparisons subtitle Last updated 20 minutes ago loadingMessage Loading fund data mCategory Morningstar Category mRating Morningstar Rating preview Preview runComparison Run comparison ytd YTD -
'Key Documents' Labels
Label Key ▲▼ Label Value ▲▼ annualReport Annual report fullProspectus Full prospectus title Key documents summaryProspectus Summary prospectus -
'Key Facts' Labels
Label Key ▲▼ Label Value ▲▼ daySECYield 30-day SEC yield asOf as of averageMarketCap Average market cap distributionYield Distribution yield title Key facts numberHoldings Number of holdings portfolioTurnover Porfolio turnover totalNetAssets Total net assets -
'Landing Screen' Labels
Label Key ▲▼ Label Value ▲▼ sectionDescription Compare up to five funds from John Hancock Investment Management or any other firm. All data supplied by Morningstar. sectionTitle Fund compare -
'Managers' Labels
Label Key ▲▼ Label Value ▲▼ title Managers empty No managers available fullBioLink Read {0} full bio seeMore See {0} more since since -
'Mobile General' Labels
Label Key ▲▼ Label Value ▲▼ groupByFund Group by fund groupByValue Group by value -
'Morning Star Over Time' Labels
Label Key ▲▼ Label Value ▲▼ subtitle % as of xAxisLabel10Year 10 Year xAxisLabel3Year 3 Year xAxisLabel5Year 5 Year title Overall Morningstar rating™ by year YAxesTitle Stars -
'Morning Star Rating' Labels
Label Key ▲▼ Label Value ▲▼ Rating10Year 10 year rating Rating3Year 3 year rating Rating5Year 5 year rating subtitle as of tooltip For each managed product, including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts, with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return that accounts for variation in a fund’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes. The top 10.0% of funds in each category, the next 22.5%, 35.0%, 22.5%, and bottom 10.0% receive 5, 4, 3, 2, or 1 star(s), respectively. The overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. The rating formula most heavily weights the 3-year rating, using the following calculation: 100% 3-year rating for 36 to 59 months of total returns, 60% 5-year rating/40% 3-year rating for 60 to 119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. Star ratings do not reflect the effect of any applicable sales load. Hollow Stars indicate Morningstar’s extended performance rating. Morningstar’s extended performance rating is calculated by adjusting the historical total returns of the oldest share class to reflect the fee structure of a younger share class, and then compounding the combined record of actual and adjusted performance into the 3-, 5-, and 10-year time periods necessary to produce Morningstar Risk-Adjusted Returns and a Morningstar Rating. Extended performance ratings do not affect actual Morningstar ratings; the overall ratings for multi-share class funds are based on actual performance only or extended performance only. Once a share class turns 3 years old, the overall Morningstar Rating will be based on actual ratings only. Adjusted historical performance is only an approximation of actual returns, and Morningstar’s calculation methodology may differ from those used by other entities. labelCategory Morningstar category labelTotalFunds Number of funds in category outOfFunds out of {0} funds title Overall Morningstar ratings™ labelOverall Overall Morningstar rating™ medalistTooltip The Morningstar Medalist Rating™ is the summary expression of Morningstar's forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Investment products are evaluated on three key pillars (People, Parent, and Process) which, when coupled with a fee assessment, forms the basis for Morningstar's conviction in those products' investment merits and determines the Medalist Rating they're assigned. Pillar ratings take the form of Low, Below Average, Average, Above Average, and High. Pillars may be evaluated via an analyst's qualitative assessment (either directly to a vehicle the analyst covers or indirectly when the pillar ratings of a covered vehicle are mapped to a related uncovered vehicle) or using algorithmic techniques. Vehicles are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a vehicle, they assign the three pillar ratings based on their qualitative assessment, subject to the oversight of the Analyst Rating Committee, and monitor and reevaluate them at least every 14 months. When the vehicles are covered either indirectly by analysts or by algorithm, the ratings are assigned monthly. For more detailed information about these ratings, including their methodology, please go to http://global.morningstar.com/managerdisclosures. <br><br>The Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. The Morningstar Medalist Rating (i) should not be used as the sole basis in evaluating an investment product, (ii) involves unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when determined algorithmically, (iv) involve the risk that the return target will not be met due to such things as unforeseen changes in management, technology, economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an offer or solicitation to buy or sell the investment product. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate. <br><br>© 2025 Morningstar, Inc. All rights reserved. The information contained herein (1) is proprietary to Morningstar and/or its content providers, (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not guarantee future results.</p> -
'Overview' Labels
Label Key ▲▼ Label Value ▲▼ returnAsOf as of {0} navAsOf as of {0} analystAsOf as of {0} expenseRatio Expense ratio grossNet Gross / net inceptionDate Inception Date loadingMessage Loading comparison data from Morningstar maxSalesCharge Max sales charge morningstarCategory Morningstar category morningstarMedalistRating Morningstar medalist rating™ nav Nav outOfFunds out of {0} funds morningstarRating Overall Morningstar rating™ title Overview expenseAsOf through {0} withoutSalesCharge without sales charge ytdReturn YTD return -
'Ratings' Labels
Label Key ▲▼ Label Value ▲▼ star Morningstar rating: {0} stars -
'Result List' Labels
Label Key ▲▼ Label Value ▲▼ alreadyThereMessage (already in your comparison) close Close dropdown searchExplanaition Compare up to five funds from John Hancock Investment Management or any other firm on earth. All data supplied by Morningstar. fundAdded Fund added fundResultsTitle Funds notFoundExplanation Give it another try and see if you have better results. notFound No results found. searchAny Search for any fund comparisonsResultsTitle Try one of these comparisons (you can add or remove funds later) tryComparison Try this comparison -
'Risk Disclosures' Labels
Label Key ▲▼ Label Value ▲▼ title Risk Disclosure description © 2024 Morningstar. All Rights Reserved. The information contained herein -
'Risk Performance Measure' Labels
Label Key ▲▼ Label Value ▲▼ labelAlpha Alpha labelBeta Beta labelDownsideCaptureRatio Downside capture ratio (%) labelInfoRatio Information ratio labelMaximumDrawdown Maximum dradown (%) labelRSquared R-Squared (%) title Risk and performance measures labelSharpeRatio Sharpe ratio labelSortinoRatio Sortino ratio labelStandardDev Standard deviation (%) labelTrackingError Tracking error (%) labelUpsideCaptureRatio Upside capture ratio (%) -
'Risk Return' Labels
Label Key ▲▼ Label Value ▲▼ subtitle % as of filterLabel1 1 Year filterLabel4 10 Years filterLabel2 3 Years filterLabel3 5 Year labelYAxis Average annual return at NAV labelXAxis Average annual standard deviation topAxisLabel Higher returns leftAxisLabel Less volatile bottomAxisLabel Lower returns rightAxisLabel More volatile title Risk and return -
'Save Comparison Modal' Labels
Label Key ▲▼ Label Value ▲▼ cancel Cancel input Name description Name your comparison to save it to your account. save Save title Save fund comparison -
'Saved Comparisons Modal' Labels
Label Key ▲▼ Label Value ▲▼ title Your saved comparisons -
'Saved Comparisons' Labels
Label Key ▲▼ Label Value ▲▼ cancelButton Cancel deleteButton Delete delete Delete this fund comparison? searchDescription Here are some comparisons you started in the past. login log in deleteDescription Once you delete, it will be gone for good or or register Register for access saved Saved sectionTitle Saved comparisons searchSectionTitle Start with your existing comparisons saveMessageCompare to save a comparison. saveMessage You’re not currently logged in. {0} or {1} to save a comparison. -
'Upside Downside Ratio' Labels
Label Key ▲▼ Label Value ▲▼ subtitle % as of filterLabel1 1 Year filterLabel4 10 Years filterLabel2 3 Years filterLabel3 5 Year labelXAxis Downside capture labelYAxis Upside capture title Upside/downside capture ratio -
'Valuation Measures' Labels
Label Key ▲▼ Label Value ▲▼ labelBookValue P/B ratio labelEarnings P/E ratio title Valuation measures