4 / 5 Stars
5 5 2 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.81 percent over the past year, 13.78 percent over the past three years, 20.72 percent over the past five years, and 3.36 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||3.4%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in stocks of U.S. and foreign financial services companies of any size. These companies include banks, thrifts, finance companies, brokerage and advisory firms, real estate related firms, insurance companies and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below investment-grade bonds and their unrated equivalents. The fund also invests up to 15% of net assets in investment-grade short-term securities. It may invest in companies located in emerging market countries.
Fees are High compared to funds in the same category.
John Hancock Financial Industries Fund has an expense ratio of 2.07 percent.
Risk is Average compared to funds in the same category according to Morningstar.