This unmanaged benchmark that holds all the major asset classes in market-value weights posted gains in every month for 2017.
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The Global Market Index (GMI) closed the year with an impressive run. The Russell 3000 was up 21.1%, which ranks as the fourth-best return for the year just passed.Ĭash delivered the weakest advance for the major asset classes last year: the S&P US Treasury Bill 0-3 Month Index edged up 0.8%. The US stock market had a good year in 2017 too. The second-strongest rise was in foreign real estate/REITs via the S&P Global ex-REIT Index, which jumped 26.6%. Leading the way higher: MSCI Emerging Markets Index, which posted a strong 37.3% total return in 2017 - by far the best increase among the major asset classes. Even cash managed to eke out a small gain. An investment cannot be made directly into an index.The major asset classes enjoyed a flawless bull run in 2017, courtesy of across-the-board gains for all the broad measures of the global markets. Results assume the reinvestment of all capital gain and dividend distributions.
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companies based on total market capitalization. Russell 2500 Index: The Russell 2500 Index is an unmanaged index that measures the performance of the 2,500 smallest companies in the Russell 3000 Index, which includes the 3,000 largest U.S. Marketing support services are provided by John Hancock Distributors LLC. The Net Expense Ratio represents the effect of a fee waiver and/or expense reimbursement and is subject to change. The Gross Expense Ratio does not include fee waivers or expense reimbursements which result in lower actual cost to the investor. The figures presented are as of date shown, do not include the fund's entire investment portfolio, and may change at any time.į1. The top ten holdings do not include money market instruments and/or futures contracts. The portfolio composition, industry sectors, top ten holdings, and credit analysis are presented to illustrate examples of securities that the fund has bought and diversity of areas in which the fund may invest and may not be representative of the fund's current or future investments. Smaller, less-seasoned companies may be subject to increased liquidity risk compared with mid- and large-cap companies and may experience greater price volatility than do those securities because of limited product lines, management experience, market share, or financial resources, among other factors. Small Cap Concentrating assets in small-capitalization stocks may subject the portfolio to the risk that those stocks underperform other capitalizations or the market as a whole. Prospectuses are not required and prices are not available in local publications. Private Fund The fund is not a mutual fund and is privately offered. An investor should examine the asset allocation of the portfolio to ensure it is consistent with their own risk tolerance. Consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Please note that asset allocation may not be appropriate for all participants particularly those interested in directing investment options on their own.
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Asset allocation does not ensure a profit or protection against a loss. The portfolio may also allocate its investments in growth and value stocks, real estate investment trusts, and corporate and U.S. Portfolios that invest in bonds are subject to interest-rate risk and can lose principal value when interest rates rise. These risks are likely to be greater for emerging markets than in developed markets. investments, including currency fluctuations and political and economic changes. Foreign investing involves risks not associated with U.S. and foreign equity and fixed income securities. The portfolio allocates its investments among multiple asset classes, which can include U.S. Portfolio Risk This not a mutual fund, prospectuses are not required, and prices are not available in local publications. See disclosure for details.Įquity Securities The value of equity securities, which include common, preferred, and convertible preferred stocks, will fluctuate based on changes in their issuers' financial conditions, as well as overall market and economic conditions, and can decline in the event of deteriorating issuer, market, or economic conditions.
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Principal Risks include: Equity Securities, Portfolio Risk, Private Fund and Small Cap.