John Hancock II Real Estate Equity Fund

Class Other (JHAZX)

U.S. News evaluated 72 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.67 percent over the past year, 9.20 percent over the past three years, and 29.94 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 8.7%
1 Year 8.7%
3 Years (Annualized) 9.2%
5 Years (Annualized) 29.9%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth through a combination of capital appreciation and current income. The fund normally invests at least 80% of assets in the equity securities of real estate companies. It is likely to maintain a significant portion of assets in real estate investment trusts (REITs). The fund may invest up to 10% of its total assets in hybrid instruments. Up to 20% of the fund's net assets may be invested in companies deriving a substantial portion of revenues or profits from servicing real estate firms or in companies unrelated to the real estate business.

Fees

Fees are Above Average compared to funds in the same category.
John Hancock II Real Estate Equity Fund has an expense ratio of 0.88 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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