Common Contracts
37 similar Agreement and Plan of Reorganization contracts by John Hancock Funds III, John Hancock Investment Trust, John Hancock Funds II, others
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • April 29th, 2021 • John Hancock Investment Trust • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of this 16 day of April, 2021, by and between John Hancock ESG All Cap Core Fund (the “Acquired Fund”), a series of John Hancock Investment Trust (the “Trust”), a Massachusetts business trust, and John Hancock ESG Large Cap Core Fund (the “Acquiring Fund”), a series of the Trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 17th, 2020 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (the "Agreement") is made as of April 12, 2019, by and between U.S. Growth Fund (the "Acquired Fund"), a series of John Hancock Funds II (the "Acquired Fund Trust"), a Massachusetts business trust, and John Hancock U.S. Quality Growth Fund (formerly John Hancock Strategic Growth Fund) (the "Acquiring Fund"), a series of John Hancock Funds Ill (the "Acquiring Fund Trust"), also a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • April 11th, 2018 • John Hancock Investment Trust • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of March 23, 2018, by and between John Hancock Small Company Fund (the “Acquired Fund”), a series of John Hancock Funds III (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock Small Cap Core Fund (the “Acquiring Fund”), a series of John Hancock Investment Trust (the “Acquiring Fund Trust”), also a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 12th, 2017 • John Hancock Funds II • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of March 24, 2017, by and between Alpha Opportunities Fund (the “Acquired Fund”), a series of John Hancock Funds II (the “Trust”), a Massachusetts business trust, and Mid Cap Stock Fund (the “Acquiring Fund”), also a series of the Trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • October 28th, 2016 • John Hancock Funds II • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of April 22, 2016, by and between Retirement Choices at 2010 Portfolio (the “Acquired Fund”), a series of John Hancock Funds II (the “Trust”), a Massachusetts business trust, and Retirement Choices at 2015 Portfolio (the “Acquiring Fund”), a series of the Trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 29th, 2016 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of April 22, 2016, by and between John Hancock Select Growth Fund (the “Acquired Fund”), a series of John Hancock Funds III (the “Trust”), a Massachusetts business trust, and John Hancock Strategic Growth Fund (the “Acquiring Fund”), a series of the Trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 27th, 2016 • John Hancock Funds II • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of May 13, 2016, by and between John Hancock Small Cap Equity Fund (the “Acquired Fund”), a series of John Hancock Investment Trust II (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock New Opportunities Fund (the “Acquiring Fund”), a series of John Hancock Funds II (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • June 28th, 2016 • John Hancock Investment Trust • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of February 5, 2016, by and between Fundamental Large Cap Core Fund (the “Acquired Fund”), a series of John Hancock Funds II (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock Large Cap Equity Fund (the “Acquiring Fund”), a series of John Hancock Investment Trust (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • June 28th, 2016 • John Hancock Investment Trust Ii • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of May 13, 2016, by and between John Hancock Small Cap Equity Fund (the “Acquired Fund”), a series of John Hancock Investment Trust II (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock New Opportunities Fund (the “Acquiring Fund”), a series of John Hancock Funds II (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • May 26th, 2016 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of April 22, 2016, by and between John Hancock Select Growth Fund (the “Acquired Fund”), a series of John Hancock Funds III (the “Trust”), a Massachusetts business trust, and John Hancock Strategic Growth Fund (the “Acquiring Fund”), a series of the Trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • April 8th, 2016 • John Hancock Investment Trust • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of February 5, 2016, by and between Fundamental Large Cap Core Fund (the “Acquired Fund”), a series of John Hancock Funds II (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock Large Cap Equity Fund (the “Acquiring Fund”), a series of John Hancock Investment Trust (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • September 25th, 2015 • John Hancock Funds II • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of July 24, 2015, by and between John Hancock Global Opportunities Fund (the “Acquired Fund”), a series of John Hancock Investment Trust (the “Acquired Fund Trust”), a Massachusetts business trust, and Global Equity Fund (the “Acquiring Fund”), a series of John Hancock Funds II (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • January 6th, 2015 • John Hancock Funds II • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of December 19, 2014, by and between Emerging Leaders Fund (formerly China Emerging Leaders Fund) (the “Acquired Fund”) and Emerging Markets Fund (the Acquiring Fund"), each a separate series of John Hancock Funds II (the “Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • December 24th, 2014 • John Hancock Investment Trust • Massachusetts
This Agreement and Plan of Reorganization (“Agreement”) is made as of September 26, 2014, by and between The RBB Fund, Inc., a Maryland corporation (the “Company”), on behalf of its series, Robeco Boston Partners International Equity Fund (the “Acquired Fund”), and John Hancock Investment Trust, a Massachusetts business trust (the “Trust”), on behalf of its series, John Hancock Disciplined Value International Fund (the “Acquiring Fund” and together with the Acquired Fund, the “Funds” or individually, each a “Fund”).
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • October 10th, 2014 • John Hancock Investment Trust • Massachusetts
This Agreement and Plan of Reorganization (“Agreement”) is made as of September 26, 2014, by and between The RBB Fund, Inc., a Maryland corporation (the “Company”), on behalf of its series, Robeco Boston Partners International Equity Fund (the “Acquired Fund”), and John Hancock Investment Trust, a Massachusetts business trust (the “Trust”), on behalf of its series, John Hancock Disciplined Value International Fund (the “Acquiring Fund” and together with the Acquired Fund, the “Funds” or individually, each a “Fund”).
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • June 26th, 2014 • John Hancock Investment Trust • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of May 1, 2014, by and between John Hancock Sovereign Investors Fund (the “Acquired Fund”) and John Hancock Large Cap Equity Fund (the “Acquiring Fund”), each a separate series of John Hancock Investment Trust (the “Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • May 8th, 2014 • John Hancock Investment Trust • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of May 1, 2014, by and between John Hancock Sovereign Investors Fund (the “Acquired Fund”) and John Hancock Large Cap Equity Fund (the “Acquiring Fund”), each a separate series of John Hancock Investment Trust (the “Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • May 27th, 2011 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of April 6, 2011, by and between John Hancock Growth Opportunities Fund (the “Acquired Fund”), a series of John Hancock Funds III (the “Trust”), a Massachusetts business trust, and John Hancock Small Company Fund (the “Acquiring Fund”), also a series of the Trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • May 27th, 2011 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (“Agreement”) is made as of February 10, 2011, by and between Optique Funds, Inc., a Maryland corporation (the “Company”), on behalf of its series, Optique International Value Fund (the “Acquired Fund”), and John Hancock Funds III, a Massachusetts business trust (the “Trust”), on behalf of its series John Hancock International Value Equity Fund (the “Acquiring Fund” and together with the Acquired Fund, the “Funds” or individually, each a “Fund”).
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • March 8th, 2011 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (“Agreement”) is made as of February 10, 2011, by and between Optique Funds, Inc., a Maryland corporation (the “Company”), on behalf of its series, Optique International Value Fund (the “Acquired Fund”), and John Hancock Funds III, a Massachusetts business trust (the “Trust”), on behalf of its series John Hancock International Value Equity Fund (the “Acquiring Fund” and together with the Acquired Fund, the “Funds” or individually, each a “Fund”).
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • October 29th, 2010 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (“Agreement”) is made as of July 8, 2010, by and between The RBB Fund, Inc., a Maryland corporation (the “Company”), on behalf of its series, Robeco Boston Partners Mid Cap Value Fund (the “Acquired Fund”), and John Hancock Funds III, a Massachusetts business trust (the “Trust”), on behalf of its series John Hancock Disciplined Value Mid Cap Fund (the “Acquiring Fund” and together with the Acquired Fund, the “Funds” or individually, each a “Fund”).
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 30th, 2010 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (“Agreement”) is made as of July 8, 2010, by and between The RBB Fund, Inc., a Maryland corporation (the “Company”), on behalf of its series, Robeco Boston Partners Mid Cap Value Fund (the “Acquired Fund”), and John Hancock Funds III, a Massachusetts business trust (the “Trust”), on behalf of its series John Hancock Disciplined Value Mid Cap Fund (the “Acquiring Fund” and together with the Acquired Fund, the “Funds” or individually, each a “Fund”).
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 26th, 2010 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of October 1, 2008, by and between John Hancock Technology Fund (the “Acquired Fund”), a series of John Hancock Series Trust (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock Rainier Growth Fund (the “Acquiring Fund”), a series of John Hancock Funds III (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 26th, 2010 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (“Agreement”) is made as of April 24, 2008, by and between Rainier Large Cap Growth Equity Portfolio (the “Acquired Fund”), a series of Rainier Investment Management Mutual Funds, a Delaware statutory trust (the “Acquired Trust”) and John Hancock Rainier Growth Fund (the “Acquiring Fund” and together with the Acquired Fund, the “Funds” or individually, each a “Fund”), a series of John Hancock Funds III, a Massachusetts business trust (the “Acquiring Trust” and together with the Acquired Trust, the “Trusts” or individually, each a “Trust”).
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 26th, 2010 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of October 1, 2009, by and between John Hancock Health Sciences Fund (the “Acquired Fund”), a series of John Hancock World Fund (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock Rainier Growth Fund (the “Acquiring Fund”), a series of John Hancock Funds III (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 26th, 2010 • John Hancock Funds III • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made as of October 1, 2008, by and between John Hancock Core Equity Fund (the “Acquired Fund”), a series of John Hancock Capital Series (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock Rainier Growth Fund (the “Acquiring Fund”), a series of John Hancock Funds III (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 26th, 2010 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (“Agreement”) is made as of December 18, 2008, by and between The RBB Fund, Inc., a Maryland corporation (the “Company”), on behalf of its series, Robeco Boston Partners Large Cap Value Fund (the “Acquired Fund”), and John Hancock Funds III, a Massachusetts business trust (the “Trust”), on behalf of its series John Hancock Disciplined Value Fund (the “Acquiring Fund” and together with the Acquired Fund, the “Funds” or individually, each a “Fund”).
SUB-ITEM 77Q AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • November 30th, 2009 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of October 1, 2009, by and between John Hancock Health Sciences Fund (the “Acquired Fund”), a series of John Hancock World Fund (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock Rainier Growth Fund (the “Acquiring Fund”), a series of John Hancock Funds III (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • November 30th, 2009 • John Hancock Funds III • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of July 9, 2009, by and between John Hancock Classic Value Fund II (the “Acquired Fund”), a series of John Hancock Capital Series (the “Acquired Fund Trust”), a Massachusetts business trust, and John Hancock Disciplined Value Fund (the “Acquiring Fund”), a series of John Hancock Funds III (the “Acquiring Fund Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • November 26th, 2008 • Hancock John Current Interest • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of September 12, 2007, by and between John Hancock U.S. Government Cash Reserve (the “Acquired Fund”), a series of John Hancock Current Interest (the “Trust”), a Massachusetts business trust, and Money Market Fund (the “Acquiring Fund”), a series of the Trust, a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • July 24th, 2008 • Hancock John Current Interest • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of September 12, 2007, by and between John Hancock U.S. Government Cash Reserve (the “Acquired Fund”), a series of John Hancock Current Interest (the “Trust”), a Massachusetts business trust, and Money Market Fund (the “Acquiring Fund”), a series of the Trust, a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • June 30th, 2008 • Hancock John Series Trust • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of December 27, 2007, by and between John Hancock Multi Cap Growth Fund (the “Acquired Fund”) and John Hancock Mid Cap Equity Fund (the “Acquiring Fund”)(together with the Acquired Fund, the “Funds” or individually, each a “Fund”), each a series of John Hancock Series Trust (the “Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • May 28th, 2008 • Hancock John Current Interest • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of September 12, 2007, by and between John Hancock U.S. Government Cash Reserve (the “Acquired Fund”), a series of John Hancock Current Interest (the “Trust”), a Massachusetts business trust, and Money Market Fund (the “Acquiring Fund”), a series of the Trust, a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • February 29th, 2008 • John Hancock Funds II • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of September 26, 2007, by and between John Hancock Allocation Core Portfolio (the “Acquired Fund”), a series of John Hancock Capital Series (the “JHCS Trust”), a Massachusetts business trust, and Lifestyle Balanced Portfolio (the “Acquiring Fund”), a series of John Hancock Funds II (the “JHF Trust”), a Massachusetts business trust.
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • February 29th, 2008 • John Hancock Funds II • Massachusetts
This Agreement and Plan of Reorganization (the “Agreement”) is made as of September 26, 2007, by and between John Hancock Allocation Growth + Value Portfolio (the “Acquired Fund”), a series of John Hancock Capital Series (the “JHCS Trust”), a Massachusetts business trust, and Lifestyle Growth Portfolio (the “Acquiring Fund”), a series of John Hancock Funds II (the “JHF Trust”), a Massachusetts business trust.
