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| Equity : | 100.00% | |
The Equity Portfolio seeks long-term capital appreciation by investing in a broad range of mutual funds focused on both domestic and international equity markets. This portfolio's strategy is based on the understanding that the volatility associated with equity markets is accompanied by the greatest potential for long-term capital
appreciation. This portfolio also seeks to enhance performance and respond to market conditions by allowing broad allocation changes that reflect the outlook of the joint Investment Oversight Committee. The allocations within a particular asset class may be made to any or all of the funds within that asset class, subject to the
following ranges for each asset class:
30-95% Domestic Large-Cap
0-20% Domestic Mid-Cap
0-20% Domestic Small-Cap
10-30% International
| as of February 26, 2010 | ||
|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | 20.88 | |
| T. Rowe Price Equity Income Fund | 17.11 | |
| John Hancock Funds II Capital Appreciation Fund (subadvised by Jennison) | 9.97 | |
| Oppenheimer International Growth Fund Y | 8.84 | |
| T. Rowe Price Mid-Cap Value Fund | 8.40 | |
| John Hancock Funds II International Value Fund (subadvised by Templeton) | 8.20 | |
| T. Rowe Price New Horizons Fund | 7.82 | |
| John Hancock Disciplined Value Fund I (subadvised by Robeco) | 5.03 | |
| John Hancock Funds II Fundamental Value Fund (subadvised by Davis) | 5.02 | |
| American Mutual Fund F | 5.01 | |
| John Hancock Funds II Emerging Markets Value Fund (subadvised by Dimensional Fund Advisors) | 3.72 | |
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Maximum Sales Charges: Class A: 5.25% up front sales charge Class B: 5.00% contingent deferred sales charge (decreasing over 6 years) |
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The performance data presented represents past performance. Past performance is not a guarantee of future results and current performance may be lower or higher than the performance quoted. Investment returns in John Hancock Freedom 529 portfolios and the value of an investor’s units will fluctuate and may be worth more or less than original cost when redeemed. Performance current to the most recent month end is available by clicking here.
For more information, including investment policies, charges, and expenses, ask your financial consultant for a Plan Disclosure Document. Please read the Plan Disclosure Document carefully before you invest or send money.