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John Hancock Regional Bank Fund Class C (FRBCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation; moderate income is a secondary consideration. The fund normally invests at least 80% of its net assets in equity securities of regional banks. Such regional banks may be of any size and may include- but are not limited to- commercial banks- industrial banks- savings and loan associations- and financial and bank holding companies. It may also invest in other U.S. and foreign financial services companies. The fund may invest up to 5% of net assets in stocks of companies outside the financial services sector and up to 5% of net assets in below-investment-grade bonds rated as low as CCC.


1 month+3.03% 3 years+21.73%
3 months+8.63% 5 years+19.12%
1 year+17.60% Since inception+6.27%
Data through --

Peer Comparisonvs. Financial

Performance 5-yr return+19.12%+15.47%
Expense ratio1.98%1.73%
Risk 5 year sharpe ratio1.181.08
Net assets$2.0B$471.0M
Average market cap$7.2B$3.3B
Average P/E18.39.4
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureLisa Welch / 15 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock96.55%
Fixed income0.59%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Financial service 100.00%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
PNC PNC Financial Services Group3.36%
JPM JPMorgan Chase3.35%
KEY KeyCorp3.26%
STI SunTrust Banks Inc3.16%
BAC Bank of America3.15%
USB U.S. Bancorp3.14%
BBT BB&T Corp3.02%
MTB M&T Bank2.82%
CFG Citizens Financial Group Inc2.65%
CMA Comerica Inc2.64%