| Scorecard |
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4 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
C+
(Hold)
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U.S. News evaluated 31 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.07 percent over the past year, 8.88 percent over the past three years, 2.93 percent over the past five years, and 6.65 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.2% |
| 1 Year | 18.1% |
| 3 Years (Annualized) | 8.9% |
| 5 Years (Annualized) | 2.9% |
| 10 Years (Annualized) | 6.6% |
Summary
The investment seeks growth of capital. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in companies that, at the time of investment, are principally engaged in financial services, and the fund invests primarily in common stocks of financial services companies. It concentrates (that is, invests at least 25% or more) its investments in securities of companies engaged in the financial services industries, a comparatively narrow segment of the economy, and may therefore experience greater volatility than funds investing in a broader range of industries. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
John Hancock Variable Insurance Trust Financial Services Trust has an expense ratio of 0.91 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
