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2 / 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 75 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 13.72 percent over the past year, 15.35 percent over the past three years, and 4.31 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 6.8% |
| 1 Year | 13.7% |
| 3 Years (Annualized) | 15.4% |
| 5 Years (Annualized) | 4.3% |
| 10 Years (Annualized) | N/A |
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 total assets in hybrid instruments.
Fees
Fees are High compared to funds in the same category.
John Hancock II Real Estate Equity Fund has an expense ratio of 0.89 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
