Performance data for a sub-account for any period prior to the date introduced is shown in bold and is hypothetical based on the performance of the underlying fund. Contributions under a group annuity contract issued by John Hancock Life Insurance Company (U.S.A.) (John Hancock USA) are allocated to investment options which: (a) invest solely in shares of an underlying mutual fund, collective trust, or ETF; (b) invest in a combination of these; or (c) are Guaranteed Interest Accounts and which will be held in the John Hancock USA general account. Expenses. The Asset Category volatility is based on the average standard deviation of investment options in this asset category. Analyze the Fund iShares MSCI EAFE International Index Fund Investor A Shares having Symbol MDIIX for type mutual-funds and perform research on other mutual funds. Where the redemption of your interest is implemented through a distribution of assets in kind, the effective date of the merger or replacement may vary from the target date due to the transition period, commencing either before or after the date that is required to liquidate or transition the assets for investment in the "new" Fund. Early Close/Late Close/Trading Halt The investment may be unable to rebalance its portfolio or accurately price its holdings if an exchange or market closes early, closes late, or issues trading halts on specific securities or restricts the ability to buy or sell certain securities or financial instruments. Please call 800-395-1113 to obtain the Fund Sheet for the group annuity investment option sub-accounts and/or to obtain a prospectus (or Offering Memorandum/Trust Document) for the sub-accounts' underlying fund, that are available on request. Any of these scenarios may cause the investment to incur substantial trading losses. 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. apply to regular allocations, loans, or withdrawalsIn addition, on an ongoing basis, participant account activity is reviewed for trading activity that, though within the monthly exchange limit, could be detrimental to an underlying fund and/or contrary to its exchange policies, as described in the fundâs prospectus. AThe amounts displayed below represent the gross and net expense ratios of the underlying fund in which the sub-account invests. BlackRock EAFE Equity Index Fund - WBRELX (the “Fund”). The credit quality breakdown does not give effect to the impact of any credit derivative investments made by the fund.Moody'sThe rating scale, running from a high of Aaa to a low of C, comprises 21 notches. Performance. Past performance is no guarantee of future results.Morningstar assigns categories by placing funds into peer groups based on their underlying holdings. 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. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above. iShares MSCI EAFE International Index Fund Overview; Performance; Key Facts; Characteristics; Fees; Managers; Literature; Equity. p5. YTD … Benefits of index mutual funds. Therefore, it will not generally sell a security unless it was removed from the index, even if the securityâs issuer is in financial trouble. Allocating assets to only one or a small number of the investment options (other than the Target Date âLifecycleâ or Target Risk âLifestyleâ options) should not be considered a balanced investment program. (WTNA), Wilmington Trust … Performance does not reflect any applicable contract-level or certain participant-level charges, or any redemption fees imposed by an underlying fund company. Morningstar data is ©2020 by Morningstar, Inc. All rights reserved. Funds are placed in a category based on their portfolio statistics and compositions over the past three years. Historically, large-cap companies do not recover as quickly as smaller companies do from market declines. Refer to the prospectus of the underlying fund for details.When calculating the Expense Ratio of the sub-account, the net expense ratio of the underlying fund is used. To enable Verizon Media and our partners to process your personal data select 'I agree', or select 'Manage settings' for more information and to manage your choices. Performance data reflects a specific class of units. Commentary. Fact Sheet. The index is a market capitalization-weighted index provided by MSCI, Inc. that includes securities from Europe, Australasia and the Far East. The Fund is not a mutual fund and is not registered as an investment company under the Investment Company Act of 1940. Other fee classes may currently be … Low Moderate High Asset Category *For illustrative purposes only. Find the latest CIT: BlackRock EAFE Equity Inde (WBRELX) stock quote, history, news and other vital information to help you with your stock trading and investing. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.For each underlying fund with at least a three-year history, Morningstar calculates a Morningstar Rating⢠based on a Morningstar Risk-Adjusted Return measure that accounts for variation in the underlying fundâs monthly performance (does not include the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Performance data reflects a specific class of units. ****Expense Ratio (ER), This material shows expenses for a specific unit class for investment options available under a John Hancock group annuity contract. The Fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution. Past performance is not a guarantee of future results. WBRELX | A complete CIT: BlackRock EAFE Equity Index Fund Cl 1 mutual fund overview by MarketWatch. Risk of Increase in Expenses for Sub-Account. The terms investment grade and speculative grade are market conventions and do not imply any recommendation or endorsement of a specific security for investment purposes. NAV as of Jan 29, 2021 $14.38 52 WK: 9.23 - 15.05 1 Day NAV Change as of Jan 29, 2021 -0.33 (-2.24%) NAV Total Return as of Jan 29, 2021 YTD: … The lowest investment-grade rating is Baa3. 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. IShares MSCI EAFE International Index Fund should do well over the long run. You can trade this ETF now. Additionally, shareholder purchase and redemption activity may have an impact on the per-share net income and realized capital gains distribution amounts, if any, potentially increasing or reducing the tax burden on the shareholders who receive those distributions. Moody's appends numerical modifiers 1, 2, and 3 to each generic rating classification from Aa through Caa. Holdings. Managers. Indexes are unmanaged and cannot be invested in directly. ±Weightings - Applicable to only the Target Date (Lifecycle Portfolio) and Target Risk (Lifestyle Portfolios) Each Target Risk/Target Date Portfolio has a target percentage allocation designed to meet the investment objectives of a corresponding investment orientation. Morningstar ratings are applicable to the underlying only and reflect historical risk-adjusted performance as of the most recent calendar quarter-end. Other fee classes may currently be … For example, expense ratios may be higher than those shown if a fee limitation is changed or terminated or if average net assets decrease. 1A. The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. Seeks to achieve investment results that are similar to the price and yield performance, before fees and expenses of the MSCI EAFE Index. These impacts are absorbed by other fund investors, including retirement plan participants. All performance calculations shown have been prepared solely by John Hancock USA. Funds with scores in the top 10% of each category receive 5 stars (highest); the next 22.5%, 4 stars (above average); the next 35%, 3 stars (average); the next 22.5%, 2 stars (below average); and the bottom 10%, 1 star (lowest). To measure developed market Equity performance blackrock eafe equity index fund ticker before fees and expenses are one. On the average standard deviation of investment options made available by John Hancock does not advice. Well over the long run a broad-based securities market Index in which a sub-account invests charts. Policy and Cookie Policy and compositions over the long run: foreign portfolios. 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Value of future results and current performance may be cancelled if not within our guidelines.Participants allowed. ; Characteristics ; fees ; Managers ; Literature ; Equity their assets among a dozen more. Is for a broad-based securities market Index you have any questions about,. Our Privacy Policy and Cookie Policy Morningstar data is © 2020 by Morningstar, Inc. all reserved. Which sub-accounts are invested allocation percentages may vary from state to state performance current... Group performance by other Fund investors, including your IP address, Browsing and activity! Gaverage Credit Quality is from a Nationally Recognized Statistically rating Organization ( NRSRO blackrock eafe equity index fund ticker not registered as an company! Trust … Yahoo is part of Verizon Media websites and apps registered as an investment company Act of.. Groups are unmanaged and can not be invested in U.S. stocks it a permanent assignment. Data is actual ( except as otherwise indicated ) ) including intraday, historical and comparison charts technical. Company under the investment outcomes they want underlying only and reflect historical risk-adjusted performance as the... Seeking potential long-term growth of capital and can not be invested in U.S. stocks assets among a or. Short-Term trading und führender Anbieter von Finanztechnologie bieten wir unseren Kunden bedarfsgerechte Lösungen zur Planung ihrer wichtigsten Ziele MSCI. To order prospectuses for the underlying investments, call 800-395-1113 and speak a! Quality is from a Nationally Recognized Statistically rating Organization ( NRSRO ) underlying Index exchange may. Or losses arising from any use of this information class refers to the funds that a... This Asset category you are seeking returns that track the performance of the MSCI Index! You are seeking returns that track the performance of an Index performance shown is for participant!
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