3 / 5 Stars
4 4 2 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#20 in Real Estate
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.
The fund has returned 1.18 percent over the past year, 8.97 percent over the past three years, and 22.03 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||4.5%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
John Hancock II Real Estate Securities Fund has an expense ratio of 0.79 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.