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Mutual funds Closed-end funds ETFs ESG funds SMAs Target-date funds 529 portfolios Model portfolios CITs Learn more about ETF investing Share class Class I Class A Class C Class C2 Class CE Class ETF Class F Class I Class R2 Class R4 Class R5 Class R6 Class X Asset Class All All Alternative funds Asset allocation funds Enrollment-based portfolio Fixed-income funds Individual portfolios International equity funds Multi-Index Lifetime Multi-Index Preservation Multimanager Lifestyle portfolio Multimanager Lifetime Sector funds Static portfolio U.S. equity funds Morningstar RatingTM All All 5 4 3 2 1 Asset Manager All All Allianz Axiom Investors Bain Capital Credit Boston Common Asset Management Boston Partners Breckinridge Capital Advisors Deutesche Asset and Wealth Management Dimensional Fund Advisors Epoch Investment Partners First Quadrant Franklin Templeton GW&K Investment Management Graham Capital Management Invesco John Hancock Freedom 529 John Hancock Investment Management Manulife Investment Management Nordea Asset Management PIMCO Pictet Asset Management Pzena Investment Management Redwood Investments Stone Harbor Investment Partners Sustainable Growth Advisers T. Rowe Price Trillium Asset Management Van Etten Consulting Wellington Management Wells Capital Management Western Asset Management Company Morningstar Category All All Allocation- 15% to 30% Equity Allocation- 30% to 50% Equity Allocation- 50% to 70% Equity Allocation- 70% to 85% Equity Allocation- 85%+ Equity Bank Loan Closed-End Allocation- 50% to 70% Equity Closed-End Financial Closed-End Intermediate Core-Plus Bond Closed-End Multisector Bond Closed-End Preferred Stock Communications Consumer Cyclical Consumer Defensive Corporate Bond Diversified Emerging Markets Emerging Markets Bond Equity Energy Financial Foreign Large Blend Foreign Large Growth Foreign Large Value Foreign Small/Mid Blend Health High Yield Bond High Yield Muni Industrials Infrastructure Intermediate Core Bond Intermediate Core-Plus Bond Intermediate Government Large Blend Large Growth Large Value Long-Short Equity Macro Trading Mid Cap Growth Mid-Cap Blend Mid-Cap Value Money Market- Taxable Multisector Bond Multistrategy Muni California Long Muni National Long Natural Resources Real Estate Short-Term Bond Small Blend Small Growth Small Value Static Allocation--30% to 50% Equity Static Allocation--50% to 70% Equity Static Allocation--70% to 85% Equity Static Allocation--85%+ Equity Static Intermediate Bond Static Large Growth Static Large Value Static Mid-Cap Equity Static Money Market Static Non US Equity Static Short-Term Bond Static Small-Cap Equity Tactical Allocation Target-Date 2000-2010 Target-Date 2015 Target-Date 2020 Target-Date 2025 Target-Date 2030 Target-Date 2035 Target-Date 2040 Target-Date 2045 Target-Date 2050 Target-Date 2055 Target-Date 2060 Target-Date 2065+ Target-Date Retirement Target-Enrollment 2024 Target-Enrollment 2027 Target-Enrollment 2030 Target-Enrollment 2036 Target-Enrollment 2039+ Target-Enrollment College Technology Utilities World Bond World Large Stock Blend World Large Stock Value Overview Performance Ratings Documents Loading latest fund data... Important disclosures The John Hancock funds are relying on guidance issued by the Securities and Exchange Commission to temporarily hold the mailing of certain regulatory communications to shareholders who have mailing addresses located in international jurisdictions where international mail service has been suspended due to the COVID-19 pandemic. Click here for more details. © 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. For Morningstar ratings over longer time periods, please click on the fund name. For each managed product, including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts, with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes. The top 10.0% of funds in each category, the next 22.5%, 35.0%, 22.5%, and bottom 10.0% receive 5, 4, 3, 2, or 1 star(s), respectively. The overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. The rating formula most heavily weights the 3-year rating, using the following calculation: 100% 3-year rating for 36 to 59 months of total returns, 60% 5-year rating/40% 3-year rating for 60 to 119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. Past performance does not guarantee future results. Hollow stars indicate Morningstar's extended performance rating. Morningstar’s extended performance rating is calculated by adjusting the historical total returns of the oldest share class to reflect the fee structure of a younger share class, and then compounding the combined record of actual and adjusted performance into the 3-,5-, and 10-year time periods necessary to produce Morningstar Risk-Adjusted Returns and a Morningstar Rating. Extended performance ratings do not affect actual Morningstar ratings; the overall ratings for multi-share class funds are based on actual performance only or extended performance only. Once a share class turns 3 years old, the overall Morningstar Rating will be based on actual ratings only. Adjusted historical performance is only an approximation of actual returns, and Morningstar’s calculation methodology may differ from those used by other entities. Past performance does not guarantee future results. Mutual funds The past performance shown here reflects reinvested distributions and the beneficial effect of any expense reductions, and does not guarantee future results. Returns for periods shorter than one year are cumulative, and results for other share classes will vary. Shares will fluctuate in value and, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance cited. For complete information including expense ratio and monthly performance, please click on the respective fund links above. Class A shares Sales charge figures for Class A shares reflect the maximum sales charge, which is 5.0% for equity and alternative funds, 4.5% for asset allocation funds, and 4.0% for fixed-income funds, with the following exceptions: John Hancock Absolute Return Currency Fund has a maximum sales charge of 3.0%, John Hancock Floating Rate Income Fund and John Hancock Short Duration Credit Opportunities Fund have a maximum sales charge of 2.5%, John Hancock Short Duration Bond Fund has a maximum sales charge of 5.0%, and John Hancock New Opportunities Fund has a maximum sales charge of 4.0%. Class B shares With sales charge figures reflect the applicable contingent deferred sales charge (CDSC) on Class B shares. The Class B shares' CDSC declines annually between years 1-6 according to the following schedule: 5, 4, 3, 3, 2, 1%. No sales charge will be assessed after the sixth year. Class C shares With sales charge figures reflect the applicable contingent deferred sales charge on Class C shares. Class C shares held for less than one year are subject to a 1% sales charge. Class I and the Class R share series do not have any sales charges. ETFs The past performance shown here reflects reinvested distributions and the beneficial effect of any expense reductions, and does not guarantee future results. Returns for periods shorter than one year are cumulative. Shares will fluctuate in value and, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance cited. For complete information, including sales charges and market price, please click on the respective fund links above. Market performance is determined using the bid/ask midpoint at 4 P.M., Eastern time, when the NAV is typically calculated; your returns may differ if you traded shares at other times. NAV is calculated by dividing the total value of all the securities in the fund’s portfolio plus cash, interest, and receivables, minus any liabilities, by the number of fund shares outstanding. 529 The performance data presented represents past performance. Past performance does not guarantee 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. For complete information, including sales charges, fees, expense ratios, and monthly performance, please click on the respective fund links above. Careers Contact us Legal Privacy policy Accessibility Site map Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. John Hancock Investment Management LLC is the investment advisor for the closed-end funds. A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment. Mutual funds © 1999–2020 John Hancock Investment Management Distributors LLC and affiliated companies. Member FINRA | SIPC, 200 Berkeley Street, Boston, MA 02116 Click here to view a prospectus or summary prospectus. You may also request one from your financial professional or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing. Some information may not be approved by certain organizations. Please check with your organization before using this information. ETFs John Hancock ETFs are distributed by Foreside Fund Services, LLC in the United States, and are subadvised by Dimensional Fund Advisors LP or our affiliate Manulife Investment Management (US) LLC. Foreside is not affiliated with John Hancock Investment Management Distributors LLC, Dimensional Fund Advisors LP or Manulife Investment Management (US) LLC. ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. Click here to view a prospectus or summary prospectus. You may also request one from your financial professional or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing. 529 If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other professional about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial professional or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing. John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2020 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date. John Hancock Freedom 529 P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529 529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.