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MyPlanIQ 401k Investor JOHN HANCOCK TRUST PLAN

JOHN HANCOCK TRUST PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 71
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX Emerging Markets Value
Emerging Market JIEGX AmericanGlobalDiversification
DIVERSIFIED EMERGING MKTS JANOX American New World
Others
Moderate Allocation PAALX PIMCO VIT All Asset Portfolio
Conservative Allocation JELMX Lifestyle Moderate
Conservative Allocation JELCX Lifestyle Conservative
INTERNATIONAL EQUITY
WORLD STOCK JEFGX JHVIT Global
Foreign Large Growth AIIEX International growth stock
Foreign Small/Mid Value JISAX International Small Company
Total Available Funds: 71
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX Emerging Markets Value
Emerging Market JIEGX AmericanGlobalDiversification
DIVERSIFIED EMERGING MKTS JANOX American New World
Others
Moderate Allocation PAALX PIMCO VIT All Asset Portfolio
Conservative Allocation JELMX Lifestyle Moderate
Conservative Allocation JELCX Lifestyle Conservative
Moderate Allocation JELBX Lifestyle Balanced
Utilities JEUTX Utilities
Health JEHSX Health Sciences
Technology JESTX Science&Technology
Financial JEFSX Financial Services
Natural Resources JNRIX Natural Resources
World Allocation JGDOX JHVIT Global Diversification
Moderate Allocation JGBOX Disciplined Diversification
Moderate Allocation JFAOX FranklinTempleton Founding Allocation
ROOT CASH Money Market B
Moderate Allocation JCAOX Capital Appreciation Value
Moderate Allocation JAAOX American Asset Allocation
Moderate Allocation JFHOX Fundamental Holdings
Moderate Allocation JIAOX Core Strategy
Moderate Allocation JGAOX Core Allocation Plus
INTERNATIONAL EQUITY
WORLD STOCK JEFGX JHVIT Global
Foreign Large Growth AIIEX International growth stock
Foreign Small/Mid Value JISAX International Small Company
Foreign Large Blend JEIEX M International Equity
Foreign Large Value GMIEX International Core
Foreign Large Blend JEILX Capital Research American International
WORLD STOCK JAOOX American Global Growth
Foreign Large Value JIVIX JHVIT International Value
Foreign Large Blend JEIEX International Equity Index B
WORLD STOCK JASOX American Global Small Capitalization
US EQUITY
US EQUITY VTSMX GMO equity-income
SMALL VALUE JESVX Small Cap Value
Small Growth JESGX Small Cap Growth
MID-CAP VALUE JEMUX Mid Value
LARGE GROWTH JIBCX Blue Chip Growth
MID-CAP BLEND JECIX Mid Cap Index
LARGE VALUE JIEMX Equity-Income
LARGE BLEND JETSX Total Stock Market Index
SMALL BLEND JESIX Small Cap Index
LARGE GROWTH JICPX M Capital Appreciation
LARGE GROWTH JICPX Capital Appreciation
SMALL BLEND JISOX Small Cap Opportunities
LARGE GROWTH JFCIX JHancock Fundamental All Cap Core
LARGE BLEND JELGX Lifestyle Growth
LARGE BLEND JELAX Lifestyle Aggressive
LARGE BLEND JEGFX Capital Research American Growth-Income
LARGE BLEND JEINX 500 Index B
LARGE BLEND JEBIX American Blue Chip Income and Growth
LARGE BLEND JHFLX Fundamental Value
LARGE BLEND JAPOX Alpha Opportunities
LARGE BLEND JICVX All Cap Value
LARGE BLEND JEACX All Cap Core
LARGE GROWTH JEGRX American Growth
MID-CAP VALUE JEVLX Van Kampen Value
SMALL BLEND JISVX Small Company Value
Small Growth JGSOX Smaller Company Growth
Mid-Cap Growth JIMSX Mid Cap Stock
REAL ESTATE
REAL ESTATE JIREX Real Estate Securities
FIXED INCOME
Intermediate-Term Bond JICDX Core Bond
WORLD BOND JIGDX Global Bond
Multisector Bond JESNX MFC Global Investment Mgmt Strategic Income Opportunities
High Yield Bond JIHDX HighYield
ULTRASHORT BOND JUSAX Ultra Short Term Bond
SHORT GOVERNMENT JSTDX Short Term Government Income
Intermediate-Term Bond JEBBX Total Bond Market B
Intermediate-Term Bond JITRX Total Return
Intermediate-Term Bond JIQBX Investment Quality Bond
Intermediate-Term Bond JIADX Global Investment Mgmt Active Bond
Inflation-Protected Bond JIRRX Real Return Bond
High Yield Bond JAHOX American High Income Bond
Total Available Funds: 71
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX Emerging Markets Value 96% 1 60 0 0.44% 4.28%
Emerging Market JIEGX AmericanGlobalDiversification 0% 1 60 0 NA 0%
DIVERSIFIED EMERGING MKTS JANOX American New World 0% 1 60 0 1.45% 0%
Others
Moderate Allocation PAALX PIMCO VIT All Asset Portfolio 96% 1 60 0 1.84% 7.66%
Conservative Allocation JELMX Lifestyle Moderate 87% 1 60 0 0.78% 5.5%
Conservative Allocation JELCX Lifestyle Conservative 87% 1 60 0 0.76% 3.93%
Moderate Allocation JELBX Lifestyle Balanced 81% 1 60 0 0.8% 6.97%
Utilities JEUTX Utilities 65% 1 60 0 0.97% 1.44%
Health JEHSX Health Sciences 62% 1 60 0 1.18% 15.53%
Technology JESTX Science&Technology 58% 1 60 0 1.16% 23.92%
Financial JEFSX Financial Services 54% 1 60 0 0.91% 6.05%
Natural Resources JNRIX Natural Resources 37% 1 60 0 1.38% 0.92%
World Allocation JGDOX JHVIT Global Diversification 0% 1 60 0 1.22% 0%
Moderate Allocation JGBOX Disciplined Diversification 0% 1 60 0 0.91% 2.53%
Moderate Allocation JFAOX FranklinTempleton Founding Allocation 0% 1 60 0 1.05% 0%
ROOT CASH Money Market B 0% 1 60 0 NA 2.53%
Moderate Allocation JCAOX Capital Appreciation Value 0% 1 60 0 0.91% 0%
Moderate Allocation JAAOX American Asset Allocation 0% 1 60 0 0.94% 1.51%
Moderate Allocation JFHOX Fundamental Holdings 0% 1 60 0 1.03% 1.52%
Moderate Allocation JIAOX Core Strategy 0% 1 60 0 0.61% 0%
Moderate Allocation JGAOX Core Allocation Plus 0% 1 60 0 1.04% 0%
INTERNATIONAL EQUITY
WORLD STOCK JEFGX JHVIT Global 79% 1 60 0 0.95% 12.92%
Foreign Large Growth AIIEX International growth stock 51% 1 60 0 1.6% 16.06%
Foreign Small/Mid Value JISAX International Small Company 38% 1 60 0 1.3% 2.48%
Foreign Large Blend JEIEX M International Equity 0% 1 60 0 0.63% 0%
Foreign Large Value GMIEX International Core 0% 1 60 0 0.53% 24.98%
Foreign Large Blend JEILX Capital Research American International 0% 1 60 0 1.16% 1.29%
WORLD STOCK JAOOX American Global Growth 0% 1 60 0 1.2% 0%
Foreign Large Value JIVIX JHVIT International Value 0% 1 60 0 0.89% 11.55%
Foreign Large Blend JEIEX International Equity Index B 0% 1 60 0 0.63% 0%
WORLD STOCK JASOX American Global Small Capitalization 0% 1 60 0 1.41% 0%
US EQUITY
US EQUITY VTSMX GMO equity-income 94% 1 60 0 0.03% 1.2%
SMALL VALUE JESVX Small Cap Value 92% 1 60 0 1.33% 11.26%
Small Growth JESGX Small Cap Growth 85% 1 60 0 1.16% 0.08%
MID-CAP VALUE JEMUX Mid Value 81% 1 60 0 1.06% 20.27%
LARGE GROWTH JIBCX Blue Chip Growth 80% 1 60 0 1.88% 9.91%
MID-CAP BLEND JECIX Mid Cap Index 80% 1 60 0 0.54% 8.96%
LARGE VALUE JIEMX Equity-Income 79% 1 60 0 0.72% 39.56%
LARGE BLEND JETSX Total Stock Market Index 78% 1 60 0 0.57% 3.07%
SMALL BLEND JESIX Small Cap Index 78% 1 60 0 0.6% 8.02%
LARGE GROWTH JICPX M Capital Appreciation 75% 1 60 0 0.8% 17.51%
LARGE GROWTH JICPX Capital Appreciation 75% 1 60 0 0.8% 17.51%
SMALL BLEND JISOX Small Cap Opportunities 63% 1 60 0 0.87% 2.48%
LARGE GROWTH JFCIX JHancock Fundamental All Cap Core 19% 1 60 0 1.22% 10.71%
LARGE BLEND JELGX Lifestyle Growth 0% 1 60 0 0.81% 8.46%
LARGE BLEND JELAX Lifestyle Aggressive 0% 1 60 0 1% 1.72%
LARGE BLEND JEGFX Capital Research American Growth-Income 0% 1 60 0 0.91% 1.18%
LARGE BLEND JEINX 500 Index B 0% 1 60 0 0.53% 6.18%
LARGE BLEND JEBIX American Blue Chip Income and Growth 0% 3 60 0 1.06% 1.34%
LARGE BLEND JHFLX Fundamental Value 0% 1 60 0 0.8% 0.73%
LARGE BLEND JAPOX Alpha Opportunities 0% 1 60 0 1.06% 0%
LARGE BLEND JICVX All Cap Value 0% 1 60 0 0.87% 0%
LARGE BLEND JEACX All Cap Core 0% 1 60 0 0.86% 1.04%
LARGE GROWTH JEGRX American Growth 0% 1 60 0 0.97% 0.23%
MID-CAP VALUE JEVLX Van Kampen Value 0% 1 60 0 0.83% 71.38%
SMALL BLEND JISVX Small Company Value 0% 1 60 0 1.22% 0%
Small Growth JGSOX Smaller Company Growth 0% 1 60 0 1.05% 0%
Mid-Cap Growth JIMSX Mid Cap Stock 0% 1 60 0 0.91% 0%
REAL ESTATE
REAL ESTATE JIREX Real Estate Securities 82% 1 60 0 0.88% 1.7%
FIXED INCOME
Intermediate-Term Bond JICDX Core Bond 91% 1 60 0 0.67% 3.49%
WORLD BOND JIGDX Global Bond 89% 1 60 0 0.94% 2.57%
Multisector Bond JESNX MFC Global Investment Mgmt Strategic Income Opportunities 81% 1 60 0 0.83% 8.25%
High Yield Bond JIHDX HighYield 80% 1 60 0 0.86% 6.84%
ULTRASHORT BOND JUSAX Ultra Short Term Bond 0% 1 60 0 0.69% 0%
SHORT GOVERNMENT JSTDX Short Term Government Income 0% 1 60 0 0.6% 0%
Intermediate-Term Bond JEBBX Total Bond Market B 0% 1 60 0 0.74% NA
Intermediate-Term Bond JITRX Total Return 0% 1 60 0 0.78% 4.64%
Intermediate-Term Bond JIQBX Investment Quality Bond 0% 1 60 0 0.75% 2.57%
Intermediate-Term Bond JIADX Global Investment Mgmt Active Bond 0% 1 60 0 0.69% 2.01%
Inflation-Protected Bond JIRRX Real Return Bond 0% 1 60 0 1.09% 0%
High Yield Bond JAHOX American High Income Bond 0% 1 60 0 1.14% 0%
Average Expense Ratio: 0.95%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 11.9% 16.9% 4.7% 4.6% 5.8% 5.8%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.3% 12.2% 3.4% 7.2% 3.1% 4.6%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 76 funds. It covers 5 major asset classes and 34 minor asset classes. The major asset classes it covers are Foreign Equity, Emerging Market Equity, US Equity, Fixed Income and REITs.


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