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Fees & Purchase Info for JOHN HANCOCK INVT TR (JCVHX)

Fund Inception Date: May 21, 2009

  • Fees & Expenses

    Maximum Sales Fees
    Initial —
    Deferred —
    Redemption —
    Total Cost Projections per $10,000
    1 year $164.00
    3 year $508.00
    5 year —
    Taken from prospectus dated 03/01/2010
    Maximum Fees
    Administrative —
    Management 0.79%
    Actual Fees
    12b-1 0.50%
    Management 0.79%
    Expense Ratio 1.73%
    (Taken from annual report dated 10/31/2009)

  • Purchase Information

    Minimum Investments
    Initial $0.00
    Additional —
    Initial IRA —
    Additional IRA —
    Initial AIP —
    Additional AIP —
    Correspondence Information
    John Hancock
    601 Congress Street
    John Hancock Funds
    Boston MA 02210
    USA
    Phone: 888-972-8696
                  617-663-3000
     Web: www.jhfunds.com

  • Fund Management

    Managers

    Richard S. Pzena
    Start Date: 06/24/1996
    Pzena is the founder, the managing principal, chief executive officer, co-chief investment officer, and portfolio manager of Pzena Investment Management, LLC. He joined Pzena in 1995. Prior to forming Pzena in 1995, Mr. Pzena was the director of U.S. Equity Investments and Chief Research Officer for Sanford C. Bernstein & Company. He joined Bernstein in 1986.He began his business career in 1980.
    Antonio DeSpirito
    Start Date: 01/01/2006
    Mr. DeSpirito is a Principal, Portfolio Manager and Senior Research Analyst at the firm. Prior to joining Pzena Investment Management in 1996, Mr. DeSpirito was an Associate in the Corporate Department at the Boston based law firm of Ropes & Gray. At Ropes & Gray, he advised clients in the direct television, financial services, fitness, packaging films, retail, software and wire and cable industries.
    John Paul Goetz
    Start Date: 06/24/1996
    Goetz is a portfolio manager, managing principal, and co-chief investment officer of Pzena Investment Management, LLC. He joined the company in 1996. Previously, he was employed by Amoco Corporation for over 14 years.

    Advisors

    John Hancock Advisers, LLC

    Subadvisors

    Pzena Investment Management, Inc.