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JFIVX:NASDAQ

John Hancock Variable Insurance Trust 500 Index Trust B Series I – JFIVX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
24.93-0.04 (-0.16%)22.01 - 25.510.0

Market data as of 6:05PM 10/29/14. Quotes are delayed by at least 15 min.

Overview - JFIVX

The investment seeks to approximate the aggregate total return of a broad-based U.S. domestic equity market index. The fund invests at least 80% of its net assets at the time of investment in (a) the common stocks that are included in the S&P 500 Index and (b) securities (which may or may not be included in the S&P 500 Index) that the subadviser believes as a group will behave in a manner similar to the index. The subadviser may determine that the fund's investments in certain instruments, such as index futures, total return swaps and ETFs have similar economic characteristics as securities that are in the S&P 500 Index.

Growth of $10,000 (10 Years)

Total Return15.16%
Yield (Trailing 12 Mo.)--
Expense Ratio0.54%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure17 Years
Fund Inception11/02/2012

Trailing Total Returns - JFIVX

as of 06/30/2013
TimeframeJFIVXS&P 500Large Blend
1 Month-1.40%-1.40%-1.98%
3 Month2.81%1.13%-0.08%
Year-to-Date13.66%8.34%6.33%
1 Year20.26%19.73%16.84%
3 Year18.13%22.99%21.59%
5 Year6.74%15.70%14.10%
10 Year7.02%8.11%7.51%
Since Inception15.16%10.63%--

Sector Allocation - JFIVX

as of 06/30/2013
Basic Materials
 
3.17%
Consumer Cyclical
 
11.45%
Financial Services
 
15.60%
Real Estate
 
2.14%
Consumer Defensive
 
10.36%
Healthcare
 
12.54%
Utilities
 
3.15%
Communication Services
 
3.96%
Energy
 
10.57%
Industrials
 
10.05%
Technology
 
17.00%

Asset Allocation - JFIVX

as of 06/30/2013
By PercentShort0%LongNet
Stock--
 
 
91.4691.46
Bond--
 
 
0.000.00
Other--
 
 
0.000.00
Foreign Stock--
 
 
5.145.14
Foreign Bond--
 
 
0.000.00
Total--96.6096.60
Cash--
 
 
3.403.40
Total Net Assets$2.64B
Total Stock Holdings500
Total Bond Holdings0

Top Ten Holdings - JFIVX

as of 06/30/2013
CompanyYTD Return% of Assets
S+p 500 Future Jun13 Xcme 20130620--3.56%
AAPL-22.03%2.70%
XOM5.72%2.59%
MSFT30.36%1.68%
GE12.10%1.55%
CVX11.87%1.53%
JNJ25.39%1.51%
GOOGL25.52%1.49%
IBM0.80%1.39%
PG16.64%1.34%

Valuation & Growth - JFIVX

as of 06/30/2013
ValuationJFIVXCategory Range
Price/Earnings16.86
Price/Book2.35
Price/Sales1.50
Price/Cash Flow10.06
Dividend Yield2.23
LT Earnings9.74
Historical Earnings15.97
Sales Growth2.9
Cash-Flow Growth6.4
Book-Value Growth6.82
Key:  Lo 
 Hi

Morningstar Summary - JFIVX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAvg
ReturnAbove Avg
Key:  Lo 
 Hi

Tax Analysis - JFIVX, 3 Year Avg

Pretax Return18.13%
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains29.20%

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