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MFWire: John Hancock Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

John Hancock Funds
601 Congress Street
Boston, MA  02210-2805
Google Maps

Contact
Main Phone: 617-663-2166
Web Site: http://www.jhfunds.com/

Mutual Fund Brand(s)
John Hancock Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    John Hancock's roots date to 1862, when former Massachusetts governor John Hancock founded the firm in Boston as the John Hancock Mutual Life Insurance Company.

    John Hancock Distributors began marketing the firm's first two mutual funds, the John Hancock Signature Fund and the John Hancock Growth Fund, in 1969.

    Canada's Manulife Financial Corporation acquired John Hancock Financial in April 2004. The U.S. arm maintains the John Hancock brand.

    Adoptions:

    This decade has been a busy one for John Hancock, even apart from the merger with Manulife. With 10 fund adoptions this century, John Hancock Funds is one of the most aggressive fund firms in adopting funds from other fund families.

  • 2009: Fiduciary Management Associates' FMA Small Company Portfolio (reorganized into the John Hancock Small Company Fund).
  • 2008: Rainier Growth Fund from Rainier Investment Management, Disciplined Value Fund from Robeco Asset Management.
  • 2005: Technology Leaders Fund from Light Index Investment Co., Growth Opportunities and International Core Funds from GMO.
  • 2004: Small Cap Fund from Independence Investment LLC.
  • 2003: Large Cap Select Fund from Shay Asset Management.
  • 2002: US Global Leaders Growth Fund from Yeager, Wood & Marshall, Classic Value from Pzena Investment Management.

    Exchange-Traded Fund:

    Hancock filed ETF forms with the SEC in August 2009, suggesting that the firm is looking to break into the ETF business.

    Current Leadership:

    Keith Hartstein is president and CEO of the Hancock Funds. He joined the funds in September 1990 and has served in his current capacity since July 2005. Andrew Arnott was promoted to the position of chief operating officer of John Hancock and senior vice president of Manulife in September 2009. He had been with Hancock since 1993, serving previously as vice president of product management and strategic planning for the Hancock funds.

    Other:

    The John Hancock name is connected with one of the two most recognizable buildings in the Boston skyline. In 1971, chairman Gerhard Bleicken and president Frank Maher oversaw the construction of the 62-story glass John Hancock Tower, designed by architect I. M. Pei. Completed in 1976, the building immediately became a Boston landmark.
  • John Hancock Funds logo

    Sponsored Opportunities



    Key People:
    Keith Hartstein
    President and CEO, John Hancock Financial Services
    Andrew Arnott
    Chief Operating Officer, John Hancock Funds
    Thomas M. Kinzler
    VP & Associate General Councel, MassMutual
    John Vrysen
    Chief Operating Officer, John Hancock Funds
    Francis V. Knox
    Chief Compliance Officer, John Hancock Advisors, LLC
    Sara H. McNeal
    Marketing Communications Manager, John Hancock Financial Services US Group Pensions (Manulife)
    Jeff Duckworth
    Executive Vice President, Head of Sales, John Hancock Funds
    Charles Rizzo
    Chief Financial Officer , John
    Michael J. Mahoney
    Chief Compliance Officer , John
    Story Archive for John Hancock Funds
    Published On Story Headline Publication
    8/20/2010 Hartstein isn't Stressing Over the 12b-1 Proposal MFWire.com
    8/19/2010 Harbor to Dissolve Short Term Fund MFWire.com
    8/11/2010 Are Target Date Funds Getting Cheaper? MFWire.com
    8/6/2010 Hancock Reports an Uptick in Mutual Fund Sales MFWire.com
    7/19/2010 Lauricella Places Managed-Payout Funds Under the Microscope MFWire.com
    7/14/2010 Hancock Execs Take on New Roles MFWire.com
    7/12/2010 Hancock Finishes its 11th Fund Adoption MFWire.com
    6/24/2010 Did Special Language Speed Hancock's Active ETF through the SEC? MFWire.com
    5/21/2010 Heigh Ho, I-O: Two Fund Firms Think DC Growth MFWire.com
    5/18/2010 Hancock Wins Big In Internet Ad Awards MFWire.com
    4/12/2010 Hancock and Wellington Partner for a New Fund MFWire.com
    4/6/2010 Two Pioneer Wholesalers Jump to a Rival Firm MFWire.com
    3/25/2010 Hancock Makes its 11th Fund Adoption MFWire.com
    3/23/2010 Two Boston Fund Firms Alter Wholesaler Comp MFWire.com
    3/22/2010 Top 40 Advisor: Mike Montgomery 401kWire.com
    3/19/2010 A Texas RIA Plans to Slaughter the 401k Competition 401kWire.com
    3/16/2010 Mutual of Omaha Installs a Guaranteed Income Plan 401kWire.com
    3/15/2010 Hancock's Parent Names New President MFWire.com
    3/12/2010 A Startup Conducts 'Rekon' for Advisors, Participants and Sponsors 401kWire.com
    3/5/2010 New Faces and Opportunities Crop Up at DC Distributors MFWire.com
    3/2/2010 Top 40 Advisor: John Spach 401kWire.com
    3/1/2010 Will Fido Make Room for Third-Party Target Funds on its Advisor Platform? 401kWire.com
    3/1/2010 Top 40 Advisor: Tom Noble 401kWire.com
    2/26/2010 Top 40 Advisor: Tom Ruggie 401kWire.com
    2/25/2010 A Top Retirement Exec Leaves a Wirehouse 401kWire.com
    2/22/2010 Hancock Seizes Another Fund Opportunity MFWire.com
    2/16/2010 Hancock Promotes a Sales Manager 401kWire.com
    2/3/2010 An Insurer Reorgs Retirement Under a Distribution Veteran 401kWire.com
    1/28/2010 Wellington's Marketing Maven Moves On MFWire.com
    1/25/2010 Dughi and Skinner Make Two Special Acquisitions in the South 401kWire.com
    1/19/2010 Hartstein Reveals Hancock's Sales Target MFWire.com
    1/15/2010 Hancock is Expanding its DC I-O Team 401kWire.com
    1/15/2010 Hancock is Hiring MFWire.com
    1/14/2010 T. Rowe Price's Target Date Funds Measure Up 401kWire.com
    1/14/2010 Schwab Wins its Third Straight DC Website Award 401kWire.com
    1/12/2010 Putnam, BlackRock Win Again MFWire.com
    1/7/2010 Great-West Taps a B-D Relations Pro for a Newly Created Post 401kWire.com
    1/6/2010 What's the Latest Word on Active Versus Passive? MFWire.com
    1/5/2010 Putnam, Hancock Reportedly Eye ETFs Even as iShares Gains Share MFWire.com
    1/4/2010 International Funds Beat the Locals in 2009 MFWire.com
    12/31/2009 401kWire's Top Read Stories of 2009 401kWire.com
    12/29/2009 70. Mark Dence 401kWire.com
    12/28/2009 89. Mike Montgomery 401kWire.com
    12/16/2009 Pioneer Taps Hancock, Ameriprise Alums for a Renamed Group MFWire.com
    12/16/2009 Bloomberg Hunts for Junk Inside Target Date Funds MFWire.com
    12/15/2009 Hancock Finishes its Latest Fund Adoption MFWire.com
    12/8/2009 Advisors Vote American Funds as Best Marketers MFWire.com
    12/1/2009 Hancock Launches a New Advisor Website 401kWire.com
    11/24/2009 18. Keith Hartstein MFWire.com
    11/20/2009 37. Bruce Speca MFWire.com
    11/16/2009 A Hancock Sales Exec Departs 401kWire.com
    11/12/2009 WSJ Ponders the 'Most-Flexible' Mutual Funds MFWire.com
    11/12/2009 Great-West Snaps Up Sales Directors 401kWire.com
    11/5/2009 Turner Ups its Wholesaler Count by Five MFWire.com
    11/4/2009 Which Fund Firms Excel at Connecting with Advisors? MFWire.com
    11/4/2009 Hancock Hopes that Changes Will Lead to $3 Billion of I-O Sales 401kWire.com
    10/28/2009 Great-West Hires from Hancock, ING 401kWire.com
    10/26/2009 Fund Companies Get Gold Stars MFWire.com
    10/21/2009 Hartstein is Looking to Buy, Continue Adoption Spree MFWire.com
    10/20/2009 Hancock Points to a New Mirco-Site 401kWire.com
    10/6/2009 ING Bags Best Ad Award for the Second Straight Year 401kWire.com
    10/2/2009 Industry Experts Discuss Consolidation, Compensation MFWire.com
    10/1/2009 Manulife Buys Another Canadian Fund Firm MFWire.com
    9/30/2009 How Has Fund Distribution Changed? MFWire.com
    9/23/2009 Hancock Hits the Road MFWire.com
    9/22/2009 Paul Henry Lands, But Not at a Provider 401kWire.com
    9/17/2009 Hancock's Parent Acquires a Fund Firm Up North MFWire.com
    9/16/2009 Hancock Promotes a Fund Product Manager to the C-Level MFWire.com
    9/15/2009 Hancock Gains DC Access to a Giant Brokerage 401kWire.com
    9/9/2009 Vanguard Tops Target-Date Ratings 401kWire.com
    9/3/2009 Hancock Has an ETF Itch MFWire.com
    9/1/2009 Hancock Lines Up Missing Participant Support 401kWire.com
    8/25/2009 A New Hancock Fund Lures $1 Million a Day MFWire.com
    8/18/2009 Hancock Lines Up Another Adoption Deal MFWire.com
    8/17/2009 Principal Chalks Up a Three-Peat in DC Web Site Rankings 401kWire.com
    7/29/2009 Bitter Aftertaste from 2008 is Seen to Spur Turnover Action 401kWire.com
    7/27/2009 Robeco Appoints a New Sales Chief MFWire.com
    7/22/2009 Hancock Partially Restricts Asset Allocation Funds 401kWire.com
    7/17/2009 Lincoln Alum Joins a Non-Producing TPA 401kWire.com
    6/29/2009 Great-West Goes After Start-Up Plans 401kWire.com
    6/29/2009 Hancock Primes a New Proposal 401kWire.com
    6/18/2009 Nationwide Taps a Wholesaler in Florida 401kWire.com
    6/18/2009 ExpertPlan Hires an Exec for its Newly Acquired Business 401kWire.com
    6/1/2009 A New Retirement Income Product Seeks Lifelong Results 401kWire.com
    5/21/2009 John Hancock Picks a New President MFWire.com
    5/21/2009 John Hancock Names New President 401kWire.com
    5/11/2009 Hancock Plans to Merge Two of its Funds MFWire.com
    5/4/2009 A Plan Provider Lands DC Distribution through BofA/Merrill 401kWire.com
    4/29/2009 Pru Lands a Pair of Distribution Deals for its Retirement Income Product 401kWire.com
    4/27/2009 Hancock Moves its Retail Funds to a Single Custodian and Accountant MFWire.com
    4/7/2009 AUL Hires in D.C. 401kWire.com
    4/1/2009 WSJ Says BofA Expects to Sell Columbia MFWire.com
    3/5/2009 Hancock Rolls Out an Education Campaign 401kWire.com
    2/19/2009 A DC Provider Swaps Product Development Chiefs 401kWire.com
    2/12/2009 Hancock Funds Posts a Q4 Loss MFWire.com
    2/11/2009 GMO Appoints a CEO for the First Time MFWire.com
    2/9/2009 Hancock is Hiring 401kWire.com
    2/3/2009 Great-West Taps Hancock and Principal Vets for its Sales Team 401kWire.com
    1/12/2009 Hartstein Says Adoptions Will Remain a Key Part of Hancock's Strategy MFWire.com
    1/5/2009 OppFunds Seeks a DC Chief: It's Not Knott 401kWire.com
    12/26/2008 100. Arthur Creel 401kWire.com
    12/16/2008 Great-West Fills Sales Posts in the Northeast and Northwest 401kWire.com
    12/4/2008 Insurer Amps Up Bundled DC With New Chief 401kWire.com
    11/7/2008 Report Shines a Harsh Spotlight on 2010 Funds 401kWire.com
    11/6/2008 Hancock's 401k Unit Flourishes Amid the Rocky Market 401kWire.com
    10/30/2008 A Provider Lands a Distribution Deal with Morgan Stanley 401kWire.com
    10/20/2008 Seen and Heard: Rollovers and Reptiles Take Center Stage at CFDD 401kWire.com
    10/10/2008 Masters Replaces Miller MFWire.com
    10/3/2008 Fund Firms See Slide in Insurer Parents' Stock MFWire.com
    10/3/2008 Insurers Hit By Senator's 'Bankrupt' Quote 401kWire.com
    10/2/2008 Southern Bank Puts Two New Funds On the Market MFWire.com
    9/23/2008 ING Gets Props for its Ad Campaign 401kWire.com
    9/18/2008 Pru Says its Retirement Income Product is Outselling Rivals 401kWire.com
    9/9/2008 Hancock Horizon Hires an Earnest Sub–adviser MFWire.com
    8/29/2008 Guardian Unveils a New Small-Market Product 401kWire.com
    8/26/2008 Hancock Eyes a Bigger Fund Menu for its Guaranteed Income Product 401kWire.com
    8/22/2008 Insurer Announces a Key Sales Hire 401kWire.com
    8/15/2008 Guardian Hires Sales VP 401kWire.com
    8/7/2008 Hancock Reveals the Number of Takers for its Guaranteed Income 401k Product 401kWire.com
    8/1/2008 Hancock Unveils Withdrawal Management Feature 401kWire.com
    7/30/2008 John Hancock Renovates its Advisor Portal MFWire.com
    7/30/2008 Hancock Revamps Sales Team MFWire.com
    7/25/2008 Sentinel Prepares for a Sales Push MFWire.com
    7/23/2008 Mall Manager Taps Plan Advisor, Switches Providers 401kWire.com
    7/14/2008 Merrill Reveals MLConnect Sales Numbers 401kWire.com
    6/26/2008 Is Merrill Cooking Up a 403b Version of MLConnect? 401kWire.com
    6/3/2008 Top Hancock Sales Executive Moves On 401kWire.com
    5/19/2008 Hancock Interacts with Advisors Through its Web Site MFWire.com
    5/13/2008 Is Greenmail in the Cards at Seligman? MFWire.com
    5/1/2008 Hancock Funds Elects New Chairman MFWire.com
    4/29/2008 Hancock Coaches TPAs With New Online Program 401kWire.com
    4/9/2008 Mortgage Insurer Faces Company Stock Investigation 401kWire.com
    4/9/2008 New Hancock RI Product Attracts 25 Early Adopters 401kWire.com
    4/7/2008 New Hancock Ad Campaign is Anything but Cursory MFWire.com
    3/24/2008 Hancock Taps Ten for its Sales Team 401kWire.com
    2/1/2008 Rainier Fund to be Adopted MFWire.com
    1/31/2008 Three Fund Firms Take Home MStar Top Steward Kudos MFWire.com
    1/24/2008 2007 Saw Fewer Deals but More Participants Changed Hands 401kWire.com
    1/24/2008 Ambac Now Faces Stock Drop Triple Threat 401kWire.com
    1/22/2008 Stable Value Suit: Two Counts Are Out But Bisys and Hancock Look Like Fiduciaries 401kWire.com
    1/16/2008 Pzena is Hit With Another IPO Suit MFWire.com
    1/11/2008 Hancock Readies the Launch of its Guaranteed Income 401k Product 401kWire.com
    12/26/2007 97. Katherine MacMillan 401kWire.com
    12/24/2007 CFDD 2.0: The Advisor Resource? 401kWire.com
    11/30/2007 Pzena Slapped With Suit Post-IPO MFWire.com
    11/26/2007 Hancock's Proposal Tool Impresses the Techies MFWire.com
    11/26/2007 Fund Outflows Trigger a Lawsuit for Pzena MFWire.com
    11/15/2007 MassMutual Expands its Sales Presence in Texas 401kWire.com
    11/8/2007 Hancock Rolls Out Rollover Program 401kWire.com
    10/23/2007 Hancock Names JPMorgan as it's Back Office Provider for SMAs BDInsider
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