Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
1.55% 1.044B 0.00% 259.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
244.60M -0.11% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund allocates its assets to a number of investment strategies, through which the fund will take both physical and synthetic long positions and synthetic short exposures in a variety of equity and derivative instruments. For long positions, the manager generally uses bottom-up fundamental analysis to identify companies throughout the world that the manager believes are undervalued or expects to experience high levels of growth. The fund's synthetic short exposures will primarily be maintained in derivatives on exchange-traded pooled investment vehicles and/or indices, but may be maintained in other vehicles.
General
Security Type Mutual Fund
Oldest Share Symbol JSFRX
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Long-Short Equity
Category Index MSCI ACWI NR USD
Prospectus Objective Growth
Fund Owner Firm Name John Hancock
Prospectus Benchmark Index
MSCI World NR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Ann Gallo 8.04 yrs
Bruce Glazer 8.04 yrs
Jennifer Berg 8.04 yrs
Robert Deresiewicz 8.04 yrs
Steven Angeli 8.04 yrs
Keith White 5.53 yrs
Rebecca Sykes 0.50 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 5
244.60M
-378.55M Category Low
897.70M Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of December 31, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
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As of January 19, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
8.14%
-4.49%
15.86%
-4.11%
14.71%
10.37%
3.68%
-2.36%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-4.84%
17.16%
11.22%
15.86%
-16.29%
1.28%
-13.77%
31.14%
11.07%
--
--
--
--
38.34%
32.67%
12.60%
-9.20%
0.31%
3.53%
7.66%
-5.61%
11.47%
-3.74%
22.96%
-0.94%
1.15%
-1.13%
16.03%
-3.12%
11.97%
46.19%
3.15%
-6.60%
As of January 19, 2022.

Fund Details

Key Dates
Inception Date 12/20/2013
Last Annual Report Date 10/31/2021
Last Prospectus Date 3/1/2021
Share Classes
F00000QI5R Other
JSFBX A
JSFDX Inst
JSFTX C
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Asset Allocation

As of November 30, 2021.
Type % Net % Long % Short
Cash 43.98% Upgrade Upgrade
Stock 55.47% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.55% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
United States Treasury Bills 0.01%
10.76% -- --
State Street Instl US Govt MMkt Premier 7.52% 1.00 0.00%
United States Treasury Bills 0.01%
5.71% -- --
United States Treasury Bills 0.01%
4.04% -- --
United States Treasury Bills 0.01%
2.89% -- --
United States Treasury Bills 0.01%
2.36% -- --
United States Treasury Bills 0.01%
2.24% -- --
United States Treasury Bills 0.01%
1.76% -- --
99d0916t8 Trs Usd R V 01mlibor 99d0916z4 Equitytrs
1.60% -- --
United States Treasury Bills 0.01%
1.59% -- --

Fees & Availability

Fees
Actual 12B-1 Fee Upgrade
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund allocates its assets to a number of investment strategies, through which the fund will take both physical and synthetic long positions and synthetic short exposures in a variety of equity and derivative instruments. For long positions, the manager generally uses bottom-up fundamental analysis to identify companies throughout the world that the manager believes are undervalued or expects to experience high levels of growth. The fund's synthetic short exposures will primarily be maintained in derivatives on exchange-traded pooled investment vehicles and/or indices, but may be maintained in other vehicles.
General
Security Type Mutual Fund
Oldest Share Symbol JSFRX
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Long-Short Equity
Category Index MSCI ACWI NR USD
Prospectus Objective Growth
Fund Owner Firm Name John Hancock
Prospectus Benchmark Index
MSCI World NR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Ann Gallo 8.04 yrs
Bruce Glazer 8.04 yrs
Jennifer Berg 8.04 yrs
Robert Deresiewicz 8.04 yrs
Steven Angeli 8.04 yrs
Keith White 5.53 yrs
Rebecca Sykes 0.50 yrs

Fund Details

Key Dates
Inception Date 12/20/2013
Last Annual Report Date 10/31/2021
Last Prospectus Date 3/1/2021
Share Classes
F00000QI5R Other
JSFBX A
JSFDX Inst
JSFTX C
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Top Portfolio Holders

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