| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
3
4
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#25 in Real Estate
U.S. News evaluated 73 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 16.72 percent over the past year, 16.83 percent over the past three years, and 6.50 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.8% |
| 1 Year | 16.7% |
| 3 Years (Annualized) | 16.8% |
| 5 Years (Annualized) | 6.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve a combination of long-term capital appreciation and current income. The fund invests at least 80% of net assets in equity securities of REITs and real estate companies. Equity securities include common stock, preferred stock and securities convertible into common stock. It may invest up to 10% of assets in securities of foreign real estate companies. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
John Hancock II Real Estate Securities Fund has an expense ratio of 0.79 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
