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Viewpoints by Michael L. Stephens, CFA, CAIA, Portfolio Consultant at John Hancock Investments

Mike provides consultative, analytical, and educational portfolio construction guidance to financial advisors. Prior to his current role, he served as a product manager for the company’s alternative and asset allocation products in the retail and institutional markets. Before joining John Hancock Investments, Mike co-founded a start-up firm that delivered customized asset allocation solutions online to registered investment advisors. He also spent 14 years at Fidelity Investments in a number of roles, including portfolio specialist and institutional investment consultant. Mike received a B.S. in Finance and Economics from Miami University. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, and he is a member of CFA Society Boston, the CFA Institute, and the CAIA Association.

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Where advisors are finding value and performance with ETFs

The debate over whether investors should use active or passive strategies in their portfolios has generated many opinions but few definitive conclusions—until now. See what our research revealed.

Michael L. Stephens, CFA, CAIA, Portfolio Consultant at John Hancock Investments

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December 16, 2016

Michael L. Stephens, CFA, CAIA, Portfolio Consultant at John Hancock Investments

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John Hancock Advisers, LLC is the investment advisor for the closed-end funds.

Mutual funds

© 1999–2018 John Hancock Funds, LLC and affiliated companies.
Member FINRA | SIPC, 601 Congress Street, Boston, MA 02210

Click here to view a prospectus or summary prospectus. You may also request one from your financial advisor or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

Some information may not be approved by certain organizations. Please check with your organization before using this information.

ETFs

John Hancock ETFs are distributed by Foreside Fund Services, LLC, and are subadvised by Dimensional Fund Advisors LP. Foreside is not affiliated with John Hancock Funds, LLC or Dimensional Fund Advisors LP.

ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

Click here to view a prospectus or summary prospectus. You may also request one from your financial advisor or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

529

If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other advisor about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial consultant or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2018 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date.

John Hancock Freedom 529

P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529

529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.