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Morningstar

JHancock Regional Bank A FRBAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 28.27  /  0.78 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Financial
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.62%
  • Turnover 11%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis FRBAX

Will FRBAX 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 FRBAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FRBAX 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 FRBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A reasonable option in its niche.

Analyst

Summary

| by Eric Schultz

John Hancock Regional Bank’s solid approach to investing in a niche industry merits a Morningstar Analyst Rating of Bronze on its cheapest share classes, while the most expensive share class is rated Neutral.

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