vanguard growth index fund morningstar

Vanguard funds typically come with no load fees, and many are available free of transaction fees through numerous investment broker platforms. From 2009 to 2019, the Vanguard High-Yield Tax-Exempt Fund has generated an average annual rate of return of 5.35%. + When contributions are allocated to Funds under your employer's group annuity contract with John Hancock, they will be held in a sub-account (also referred to as "Fund"), which invests in shares of the specified underlying mutual fund, collective trust, ETF or a combination of these. Performance does not reflect any applicable contract-level or participant-level charges, fees for guaranteed benefits if elected by participant, or any redemption fees imposed by an underlying mutual fund, collective trust or ETF. Fund availability subject to regulatory approval and may vary from state to state. By using Investopedia, you accept our, Investopedia requires writers to use primary sources to support their work. All rights reserved. Accessed May 14, 2020. Moody's appends numerical modifiers 1, 2, and 3 to each generic rating classification from Aa through Caa. Sources: Vanguard and Morningstar, Inc., as of December 31, 2017. These include white papers, government data, original reporting, and interviews with industry experts. **S&P 500 Growth Index (formerly known as the S&P 500/Barra Growth Index) through May 16, 2003; MSCI US Prime Market Growth Index through April 16, 2013; CRSP US Large Cap Growth Index … The Morningstar rating system is designed to weigh various factors of a fund, such as past performance, management, fees, and the process that a fund uses to select its holdings. Net assets are more likely to decrease and fund expense ratios are more likely to increase when markets are volatile. Please confirm with your local John Hancock Representative if you have any questions about product, Fund or contract feature availability. Examples of business or market sectors where this risk may be particularly high include: a) technology-related businesses, including Internet-related businesses, b) small-cap securities and c) foreign securities. The performance data for a sub-account for any period prior to the sub-account Inception Date is hypothetical based on the performance of the underlying investment since inception of the underlying investment. Vanguard. It is divided into two sections, investment grade and speculative grade. John Hancock does not provide advice regarding appropriate investment allocations. Performance does not reflect any applicable contract-level or certain participant-level charges, fees for guaranteed benefits if elected by participant under the group annuity contract or redemption fees imposed by the underlying Portfolio. "Vanguard Wellesley Income Fund Investor Shares (VWINX), Portfolio & Management." A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities, which is overseen by a professional money manager. For more details, see Risk Disclosures section of this booklet, * The Net expense ratio shown is for the underlying fund and reflects any fee waivers or expense reimbursements and is subject to change. Any change in the FER of an underlying fund will affect the Expense Ratio of the investment option which invests in the underlying fund.The ER applies daily at a rate equivalent to the annual rate shown, and may vary to reflect changes in the expenses of an underlying fund and other factors.For Expense Ratio information current as of the most recent quarter end, please refer to the monthly “Return and Fees” listing available from John Hancock upon request. i143. Some Vanguard funds have a five-star rating from Morningstar. Although gathered from reliable sources, the information is not represented or warranted by Morningstar to be accurate, correct, complete or timely. The prospectuses (or Offering Memorandum/Trust Documents) for the sub-accounts’ underlying funds contain complete details on investment objectives, risks, fees, charges and expenses as well as other information about the underlying funds which should be carefully considered before investing. Not FDIC Insured The investment is not a deposit or obligation of, or guaranteed or endorsed by, any bank and is not insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board, or any other U.S. governmental agency. Performance current to the most recent month-end is available at myplan.johnhancock.com. Management Performance is subject to the risk that the advisor’s asset allocation and investment strategies do not perform as expected, which may cause the portfolio to underperform its benchmark, other investments with similar objectives, or the market in general. An exchange is defined as the full rebalance of a participant’s account, or single or multiple fund-to-fund transfers that involve multiple investment options (also referred to as “inter-account transfers”) on one day, and may be made over the Web, by fax, courier or mail, through our toll-free participant services line, or with a client account representative.Recognizing that there may be extreme market or other circumstances requiring a participant to make a further change, John Hancock will allow a participant to move 100% of their assets to a Money Market or Stable Value Fund (as available under the contract after the exchange limit has been reached; no subsequent exchanges may be made for 30 days.Once the 30-day hold has expired, participants can trade again in accordance with the above guidelines.The guidelines do not. For more information or to order prospectuses for the underlying investments, call 800-395-1113 and speak to a client account representative. Accessed May 14, 2020. Allocating assets to only one or a small number of the investment options (other than the Target Date ‘Lifecycle’ or Target Risk ‘Lifestyle’ options) should not be considered a balanced investment program. "Vanguard Tax-Managed Balanced Fund Admiral (VTMFX), Profile." The Fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index. "Vanguard High-Yield Tax-Exempt Fund, Portfolio & Management." Exchange traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Vanguard High-Yield Tax-Exempt Fund invests its assets in municipal bonds with current income that is exempt from federal income taxes. Fees and expenses are only one of several factors that you should consider when making investment decisions. A floating rate fund is a fund that invests in financial instruments paying a variable or floating interest rate. Due to abnormal market conditions or redemption activity the fund may temporarily invest in cash and cash equivalents. You want a simple, low-cost way to invest in large-capitalization growth stocks, You want to track the performance of the CRSP US Large Cap Growth Index. Where the figures are different, the underlying fund has either waived a portion of, or capped its fees, and the result of such fee waiver or cap is reflected in the net expense ratio.The waiver or cap is subject to expiration, in which case the Expense Ratio and performance of the sub account may be impacted. Vanguard. 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. Group annuity contracts and recordkeeping agreements are issued by: John Hancock Life Insurance Company (U.S.A.) (“John Hancock USA”), Boston, MA (not licensed in New York) and John Hancock Life Insurance Company of New York (“John Hancock NY”), Valhalla, NY. The Vanguard High-Yield Tax-Exempt Fund has an average maturity of 17.9 years, making it sensitive to interest rate risk. As of Jan. 14, 2020, the fund's 30-day SEC yield stands at 2.18%.. Vanguard funds, including exchange-traded funds (ETFs) and mutual funds, allow investors to obtain exposure to equity and bond markets at reasonable costs with highly competitive expense ratios in the fund industry. The Expense Ratio ("ER") shown represents the total annual operating expenses for the investment options made available by John Hancock.

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