3 / 5 Stars
3 4 2 4 1
Zacks Investment Research
5 (Strong Sell)
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 27.97 percent over the past year, 13.31 percent over the past three years, 18.39 percent over the past five years, and 3.04 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||3.0%|
The investment seeks long-term capital appreciation; moderate income is a secondary consideration. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of regional banks and lending companies, including commercial and industrial banks, savings and loan associations and bank holding companies. It may also invest in other U.S. and foreign financial services companies, such as lending companies and money center banks. The fund may invest up to 5% of net assets in stocks of companies outside the financial services sector.
Fees are High compared to funds in the same category.
John Hancock Regional Bank Fund has an expense ratio of 2.02 percent.
Risk is Average compared to funds in the same category according to Morningstar.