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Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

John Hancock Variable Insurance Trust American Blue Chip Income and Gr Tr

JACHX |

-

$264 M

-

0.28%

Vitals

YTD Return

N/A

1 yr return

12.7%

3 Yr Avg Return

10.7%

5 Yr Avg Return

-0.8%

Net Assets

$264 M

Holdings in Top 10

100.0%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 0.28%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 9.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$0

IRA

N/A

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

John Hancock Variable Insurance Trust American Blue Chip Income and Gr Tr

JACHX |

-

$264 M

-

0.28%

JACHX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 10.7%
  • 5 Yr Annualized Total Return -0.8%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 1.85%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    John Hancock Variable Insurance Trust American Blue Chip Income and Gr Tr
  • Fund Family Name
    John Hancock
  • Inception Date
    Dec 31, 2007
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    United States

Fund Description

JACHX - Performance

Return Ranking - Trailing

Period JACHX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 270.1% N/A
1 Yr 12.7% -64.0% 270.1% N/A
3 Yr 10.7%* -41.4% 115.6% N/A
5 Yr -0.8%* -30.7% 58.6% N/A
10 Yr N/A* -8.4% 26.2% N/A

* Annualized

Return Ranking - Calendar

Period JACHX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -67.1% 73.0% N/A
2022 N/A -76.0% 74.8% N/A
2021 N/A -58.1% 900.0% N/A
2020 N/A -51.1% 336.8% N/A
2019 N/A -60.1% 304.1% N/A

Total Return Ranking - Trailing

Period JACHX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 270.1% N/A
1 Yr 12.7% -64.0% 270.1% N/A
3 Yr 10.7%* -30.7% 115.6% N/A
5 Yr -0.8%* -30.7% 58.6% N/A
10 Yr N/A* -8.4% 26.3% N/A

* Annualized

Total Return Ranking - Calendar

Period JACHX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -67.1% 76.6% N/A
2022 N/A -30.7% 76.8% N/A
2021 N/A -58.1% 900.0% N/A
2020 N/A -51.1% 341.1% N/A
2019 N/A -60.1% 304.1% N/A

JACHX - Holdings

Concentration Analysis

JACHX Category Low Category High JACHX % Rank
Net Assets 264 M 0 814 B N/A
Number of Holdings 2 1 17358 N/A
Net Assets in Top 10 265 M -28.8 B 134 B N/A
Weighting of Top 10 99.99% 0.0% 20474.3% N/A

Top 10 Holdings

  1. American Funds IS Blue Chip Inc&Gr 1 99.99%

Asset Allocation

Weighting Return Low Return High JACHX % Rank
Stocks 		89.58% -142.98% 259.25% N/A
Other 		5.55% -7288.76% 493.15% N/A
Cash 		3.81% -483.27% 7388.76% N/A
Preferred Stocks 		1.06% -0.12% 80.89% N/A
Convertible Bonds 		0.00% -0.37% 166.23% N/A
Bonds 		0.00% -955.59% 533.06% N/A

Stock Sector Breakdown

Weighting Return Low Return High JACHX % Rank
Industrials 		15.21% -21.11% 93.31% N/A
Technology 		13.49% -19.01% 99.57% N/A
Energy 		12.48% -7.00% 121.80% N/A
Healthcare 		12.44% -15.38% 100.00% N/A
Consumer Defense 		12.36% -7.54% 98.24% N/A
Communication Services 		8.87% -4.54% 90.02% N/A
Consumer Cyclical 		5.83% -18.86% 87.44% N/A
Financial Services 		5.09% -7.59% 99.28% N/A
Utilities 		2.55% -3.80% 94.95% N/A
Basic Materials 		1.27% -5.18% 96.19% N/A
Real Estate 		0.00% -11.04% 100.00% N/A

Stock Geographic Breakdown

Weighting Return Low Return High JACHX % Rank
US 		83.21% -142.98% 126.43% N/A
Non US 		6.37% -24.89% 159.65% N/A

JACHX - Expenses

Operational Fees

JACHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.28% 0.00% 928.63% N/A
Management Fee 0.41% 0.00% 2.87% N/A
12b-1 Fee 0.25% 0.00% 1.00% N/A
Administrative Fee 0.05% 0.00% 52000.00% N/A

Sales Fees

JACHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 25.00% N/A
Deferred Load N/A 0.25% 5.50% N/A

Trading Fees

JACHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

JACHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 9.00% 0.00% 5067.00% N/A

JACHX - Distributions

Dividend Yield Analysis

JACHX Category Low Category High JACHX % Rank
Dividend Yield 0.00% 0.00% 87.51% N/A

Dividend Distribution Analysis

JACHX Category Low Category High Category Mod
Dividend Distribution Frequency Semi-Annually Annually Monthly Annually

Net Income Ratio Analysis

JACHX Category Low Category High JACHX % Rank
Net Income Ratio 1.85% -46.00% 10.10% N/A

Capital Gain Distribution Analysis

JACHX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Distributions History

View More +

JACHX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 43.76 4.66 4.5

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