142. "Underlying fund" or "fund" refers to the underlying mutual fund, collective trust, or exchanged traded fund ("ETF") in which the investment option invests.The FER is determined by the underlying fund and may be subject to fluctuation. An investment cannot be made directly into an index. The transaction costs and potential market gains or losses could have an impact on the value of your investment in the affected fund and in the ''new'' fund, and such market gains or losses could also have an impact on the value of any existing investment that you or other investors may have in the ''new'' fund. Fund Expense Ratio or FER). Stabilizing Agreement/Wrap Provider Risk. 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. John Hancock Trust Company LLC provides trust and custodial services to such plans. Categories may be changed based on recent changes to the portfolio. The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 15.00 or higher, the Fund is classified as "Aggressive;" between 13.00 and 14.99 as "Growth;" between 7.00 and 12.99 as "Growth & Income;" between 2.00 and 6.99 as "Income;" and 1.99 and below as "Conservative." Understanding how a stable value fund works can help you determine if its right for your 401(k) or other institutional plan lineup. Plan Sponsor Website: Login Stable value funds can be used as a principal preservation option by 401(k)s and other institutional plans, providing participants both principal preservation and steady income. JHancock Disciplined Value R6 Fund Large Value Morningstar category S&P 500 TR USD Benchmark index As of Mar 31 2023. XLS www.jh401kadvisor.com John Hancock Distributors LLC is a member of FINRA and is listed with the . Default by a Stability Provider could result in participant withdrawals from the fund at less than book value. Investments in the Fund will accrue interest at the applicable monthly crediting rate, which rate will be set based upon a formula but may be adjusted from time to time as agreed upon by the Stability Provider(s) and John Hancock Life Insurance Company (U.S.A.). The staff granted relief under the Capital Company Act, the Exchange Act and the Securities Act. Though there are a few types of stable value funds, the two most prevalent are insurance company accounts and commingled funds. Wrap Contracts The fund may be exposed to risks associated with the providers of any wrap contracts (synthetic GICs) covering the fund's assets, including credit risk and capacity risk. Although the portfolio will seek to maintain a stable value, there is a risk that it will not be able to do so, and participants may lose their investment if both the Fund's investment portfolio and the Stability Provider(s) fail. Index returns were prepared using Morningstar Direct. JDVWX - JHancock Disciplined Value R6 Fund Stock Price | Morningstar Returns shown reflect the Expense Ratio of the sub-account. [RESEARCH NOTE] Molecular Detection of Cryptosporidium from Animal Hosts in the Philippines. In this event, short- and medium duration securities are effectively converted into longer-duration securities, increasing their sensitivity to interest-rate changes and causing their prices to decline. JMGWX Quote - John Hancock Stable Value Portfolio Fund 1A. Wed like to share more about how we work and what drives our day-to-day business. It is not intended to provide investment, tax, or legal advice (unless otherwise indicated). 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.
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