Jhancock Global Real Estate B 601 Congress Street Boston MA 02210 Map
Phone: 800-225-5291
| Category: | Global Real Estate | | Fund Family: | John Hancock | | Net Assets: | 8.68M | | Year-to-Date Return: | -18.62% | | Yield: | 1.38% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-00 |
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Joseph P. Marguy
Lead Manager since
01-May-06 | | | Joseph Marguy is a portfolio manager for MFC Global Investment Management. Prior to his current role as portfolio manager, he worked as a research officer providing dedicated research for the Financial Institutions team with a focus on real estate. Mr. Marguy has also worked as an investment analyst with the Risk Management Group. Prior to joining John Hancock in 1999, he worked at Chase Global Funds Services. He holds a B.S. in business administration from Bryant College. |
| 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 growth of capital; income is a secondary consideration. The fund normally invests at least 80% of assets in securities of real estate companies of any size. It generally invests a significant portion of assets outside of the United States. The fund may invest up to 20% of assets in junk bonds rated as low as BB and their unrated equivalents. It may invest up to 20% of assets in securities of issuers that are not considered real estate companies. |
| Last Dividend
(18-Sep-08):
| 0.11 | | Last Cap Gain
(13-Dec-07):
| 4.06 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| N/A |
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| Expense | JREBX | Category Avg | | Total Expense Ratio: | 2.24%
| 1.50% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.18% | | Max Deferred Sales Load: | 5.00%
| 2.28% | | 3 Yr Expense Projection*: |
$1,056 | $786 | | 5 Yr Expense Projection*: |
$1,511 | $1,151 | | 10 Yr Expense Projection*: |
$2,651 | $2,319 |
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