Skip to Content
Morningstar

JHancock Real Estate Securities 1 JIREX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 10.80  /  −0.09 %
  • Total Assets 232.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.32%
  • Turnover 105%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis JIREX

Will JIREX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JIREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JIREX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JIREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

JHancock Real Estate Securities 1's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JIREX

More JIREX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

12.40 30.4 Mil
Real Estate

Equinix Inc

9.56 23.4 Mil
Real Estate

Welltower Inc

5.83 14.3 Mil
Real Estate

Simon Property Group Inc

5.50 13.5 Mil
Real Estate

AvalonBay Communities Inc

4.77 11.7 Mil
Real Estate

Essex Property Trust Inc

4.67 11.5 Mil
Real Estate

Digital Realty Trust Inc

3.96 9.7 Mil
Real Estate

Extra Space Storage Inc

3.83 9.4 Mil
Real Estate

American Homes 4 Rent Class A

3.15 7.7 Mil
Real Estate

Empire State Realty Trust Inc Class A

2.78 6.8 Mil
Real Estate