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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
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U.S. News evaluated 56 Global Real Estate 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 24.63 percent over the past year, 14.73 percent over the past three years, and 2.53 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 4.2% |
| 1 Year | 24.6% |
| 3 Years (Annualized) | 14.7% |
| 5 Years (Annualized) | 2.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a combination of long-term capital appreciation and current income. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of U.S. real estate investment trusts ("REITs"), foreign entities with tax-transparent structures similar to REITs and U.S. and foreign real estate operating companies. It may also invest in short-term debt securities, notes, bonds, securities of companies not principally engaged in real estate, stock index futures contracts and similar instruments and ADRs, European Depositary Receipts (EDRs) and Global Depositary Receipts (GDRs).
Fees
Fees are High compared to funds in the same category.
John Hancock II Global Real Estate Fund has an expense ratio of 1.00 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
