wellington smid cap research equity symbol

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If these charges were reflected, performance would be lower. Although gathered from reliable sources, the information is not represented or warranted by Morningstar to be accurate, correct, complete or timely. 3 183. You can visit the Employee Benefit Security Administration's Web site for an example demonstrating the long-term effect of fees and expenses. §The Turnover Ratio shown is based on the most recent available financial statements for the underlying mutual fund, collective trust, or ETF as of the date of printing and is subject to change. Because these businesses are fast-growing and often richly valued, their stocks tend to be volatile. Index Performance: With respect to the Funds that display an index performance. endstream endobj 38 0 obj <>stream 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. In addition, foreign securities are subject to increased costs because there are generally higher commission rates on transactions, transfer taxes, higher custodial costs, and the potential for foreign tax charges on dividend and interest payments. All rights reserved. Registration on or use of this site constitutes acceptance of our. These quantitative rating predictions make up what we call the 3s$*��lܿ �aҀ6�T �� -� Market/Market Volatility The market value of the portfolio’s securities may fall rapidly or unpredictably because of changing economic, political, or market conditions, which may reduce the value of the portfolio. All other performance data is actual (except as otherwise indicated). The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. IPO shares may be sold shortly after purchase, which can increase portfolio turnover and expenses, including commissions and transaction costs. � \�� The lowest investment-grade rating is Baa3. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Economic, political, social, or diplomatic developments can also negatively impact performance. Past performance is not a guarantee of future results. Performance does not reflect any applicable contract-level or participant-level charges, fees for guaranteed benefits if elected by participant, or any redemption fees imposed by an underlying mutual fund, collective trust or ETF. For the protection of the participants, account changes are subject to the following short-term trading guidelines when exchanging investment options under your company's qualified retirement plan account with John Hancock. Your company's qualified retirement plan offers participants the opportunity to contribute to investment options available under a group annuity contract with John Hancock Life Insurance Company (U.S.A.) (John Hancock USA). Ratings are as follows: 3yr=4; 5yr=3; 10yr=3. Redemption fees or market value adjustments associated with exchanges from particular investment options are described on applicable fund sheets, which are available online. For these services, John Hancock and its affiliates receive additional fees which are included in the underlying fund expense ratio (i.e. Information Concerning John Hancock’s Short-Term Trading Policy The group annuity contract is not designed for short-term trading. 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. Morningstar data is ©2020 by Morningstar, Inc. All rights reserved. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. The Overall Morningstar Rating™ for the underlying fund is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating™ metrics. The underlying mutual fund, collective trust, or ETF has the right to restrict trade activity without prior notice if a participant's trading is determined to be in excess of their exchange policy, as stated in the prospectus or offering memorandum. Returns shown reflect the Expense Ratio of the sub-account. Wellington Trust Small Cap 2000 Portfolio Domestic stock fund Fund facts Total net assets Expense ratio as of 01/28/20 Inception date Fund number $283 MM 0.92 % 10/01/10 3246 Investment objective The Small Cap 2000 Portfolio€seeks to achieve long-term total return in excess of the Russell 2000 Index. "Underlying fund" includes the underlying mutual fund, collective trust, or ETF in which a sub-account invests.

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