Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.04% 67.80M 0.43% 297.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-173.26M 3.83% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term growth of capital. Current income is incidental to the Fund's objective. Under normal circumstance, the Fund invests at least 80% of its net assets in the commons stocks of companies expected to benefit from the development, advancement, and/or use of science and technology.
General
Security Type Mutual Fund
Equity Style Large Cap Growth
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Tech
Peer Group Science & Technology Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Science & Technology Funds
Fund Owner Firm Name John Hancock Group
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Net Fund Flows Versus Peer Group

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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: 86
-833.68M Peer Group Low
216.31M Peer Group High
1 Year
% Rank: 83
-173.26M
-2.411B Peer Group Low
8.275B Peer Group High
3 Months
% Rank: 87
-1.442B Peer Group Low
1.836B Peer Group High
3 Years
% Rank: 71
-4.044B Peer Group Low
12.91B Peer Group High
6 Months
% Rank: 87
-1.698B Peer Group Low
4.696B Peer Group High
5 Years
% Rank: 76
-6.528B Peer Group Low
18.75B Peer Group High
YTD
% Rank: 84
-1.442B Peer Group Low
1.836B Peer Group High
10 Years
% Rank: 90
-12.38B Peer Group Low
26.40B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-1.86%
37.27%
58.21%
8.12%
-35.01%
56.14%
37.71%
-12.32%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
-1.64%
2.64%
38.33%
45.89%
21.72%
-39.15%
58.26%
30.75%
-10.72%
1.35%
35.39%
45.68%
13.10%
-36.36%
53.47%
36.17%
-11.82%
1.19%
45.17%
51.20%
18.01%
-36.95%
54.55%
32.10%
-9.47%
As of December 22, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (3-28-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 123
Stock
Weighted Average PE Ratio 41.10
Weighted Average Price to Sales Ratio 12.69
Weighted Average Price to Book Ratio 14.32
Weighted Median ROE 83.19%
Weighted Median ROA 19.97%
ROI (TTM) 26.31%
Return on Investment (TTM) 26.31%
Earning Yield 0.0272
LT Debt / Shareholders Equity 1.245
Number of Equity Holdings 113
As of January 31, 2025

Growth Metrics

EPS Growth (1Y) 33.89%
EPS Growth (3Y) 21.37%
EPS Growth (5Y) 23.31%
Sales Growth (1Y) 20.36%
Sales Growth (3Y) 18.94%
Sales Growth (5Y) 19.25%
Sales per Share Growth (1Y) 20.33%
Sales per Share Growth (3Y) 18.56%
Operating Cash Flow - Growth Rate (3Y) 20.77%
As of January 31, 2025

Asset Allocation

As of January 31, 2025.
Type % Net
Cash 0.70%
Stock 99.10%
Bond 0.21%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Top 10 Holdings

Name % Weight Price % Change
Meta Platforms, Inc. 11.50% 661.45 0.41%
Microsoft Corp. 8.95% 484.77 -0.24%
Apple, Inc. 8.49% 270.77 -1.06%
NVIDIA Corp. 7.69% 183.71 1.50%
Broadcom Inc. 5.55% 341.38 0.30%
Alphabet, Inc. 5.05% 309.89 0.89%
Amazon.com, Inc. 4.34% 228.32 0.43%
Alphabet, Inc. 4.21% 311.33 0.88%
Salesforce, Inc. 3.88% 264.41 1.73%
ServiceNow, Inc. 3.19% 157.00 1.09%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.94%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP --
Purchase Details
Open to New Investors No
Minimum Initial Investment 0.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks to provide long-term growth of capital. Current income is incidental to the Fund's objective. Under normal circumstance, the Fund invests at least 80% of its net assets in the commons stocks of companies expected to benefit from the development, advancement, and/or use of science and technology.
General
Security Type Mutual Fund
Equity Style Large Cap Growth
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Tech
Peer Group Science & Technology Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Science & Technology Funds
Fund Owner Firm Name John Hancock Group
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (3-28-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 123
Stock
Weighted Average PE Ratio 41.10
Weighted Average Price to Sales Ratio 12.69
Weighted Average Price to Book Ratio 14.32
Weighted Median ROE 83.19%
Weighted Median ROA 19.97%
ROI (TTM) 26.31%
Return on Investment (TTM) 26.31%
Earning Yield 0.0272
LT Debt / Shareholders Equity 1.245
Number of Equity Holdings 113
As of January 31, 2025

Growth Metrics

EPS Growth (1Y) 33.89%
EPS Growth (3Y) 21.37%
EPS Growth (5Y) 23.31%
Sales Growth (1Y) 20.36%
Sales Growth (3Y) 18.94%
Sales Growth (5Y) 19.25%
Sales per Share Growth (1Y) 20.33%
Sales per Share Growth (3Y) 18.56%
Operating Cash Flow - Growth Rate (3Y) 20.77%
As of January 31, 2025

Fund Details

Key Dates
Inception Date 2/14/2013
Last Annual Report Date 8/31/2024
Last Prospectus Date 1/1/2025
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:LP40201700:DL", "name")
Broad Asset Class: =YCI("M:LP40201700:DL", "broad_asset_class")
Broad Category: =YCI("M:LP40201700:DL", "broad_category_group")
Prospectus Objective: =YCI("M:LP40201700:DL", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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