JHancock Regional Bank C
601 Congress Street Boston MA 02210
Map
Phone: 800-225-5291
| Category: | Specialty-Financial | | Fund Family: | John Hancock | | Net Assets: | 38.78M | | Year-to-Date Return: | -7.64% | | Yield: | 1.29% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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Lisa A. Welch
Lead Manager since
31-Dec-98 | | | Welch is a portfolio manager with John Hancock Advisers. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital appreciation; income is a secondary consideration. The fund normally invests at least 80% of assets in equities of regional banks and lending companies. It may also invest in other U.S. and foreign financial services companies. The fund may invest up to 5% of assets in equities of companies outside the financial services sector and up to 5% of assets in junk bonds. |
| Last Dividend
(18-Sep-08):
| 0.07 | | Last Cap Gain
(13-Dec-07):
| 8.78 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 167.98% |
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| Expense | FRBCX | Category
Avg | | Total Expense Ratio: | 1.98%
| 1.70% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 1.00%
| 2.58% | | 3 Yr Expense Projection*: |
$618 | $878 | | 5 Yr Expense Projection*: |
$1,062 | $1,114 | | 10 Yr Expense Projection*: |
$2,296 | $2,155 |
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11.08% Nasdaq 0.00%
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