500 Index Trust

John Hancock Variable Insurance Trust · Series S000008219 · 3 share classes

Equity fund · 98% stocks
One fund, 3 share classes:JAGMXJFIVXJAGKX
$11.62B NAV
505 positions · as of 2026-03-31 · filed 2026-05-29
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q2

To approximate the aggregate total return of a broad-based U.S. domestic equity market index.

Strategy · summarised

The fund is managed by a subadvisor that seeks to approximate the total return of the S&P 500 Index by holding common stocks in the index and securities outside it that the subadvisor believes will behave similarly to the index as a group. The fund may also use futures, swaps, and ETFs to achieve this tracking objective. Because the fund incurs operating expenses and transaction costs while the index does not, its returns will typically lag the index.

Expenses
0.25% 0.50%across 3 share classes
Share classGrossNet
JAGMX0.51%0.25%
JFIVX0.56%0.30%
JAGKX0.76%0.50%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 2.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.76%
of net assets
Stocks98.47%
Cash & short-term1.33%
Derivatives-0.04%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 7 new7 exited

New: VRT, CIEN, LITE, COHR, SandP500 EMINI FUT 0626, AMCR, ECHO

Exited: Amcor PLC, Dayforce Inc., MOH, PAYC, MTCH, LW, SandP500 EMINI FUT 0326

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorporationNVDA7.47%$867.30M
Apple Inc.AAPL6.56%$762.51M
Microsoft CorporationMSFT4.84%$562.53M
Amazon.com Inc.AMZN3.58%$416.33M
Alphabet Inc.GOOGL2.95%$342.60M
Broadcom Inc.AVGO2.58%$300.32M
Alphabet Inc.GOOG2.36%$274.52M
Meta Platforms Inc.META2.20%$256.05M
Tesla Inc.TSLA1.84%$213.96M
Berkshire Hathaway Inc.BRK/B1.55%$179.96M
Showing 10 of 505Sign in to see more

Top 10 positions are 35.95% of net assets, top 25 49.52%, across 502 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

Sign in free