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JHancock Regional Bank A FRBAX

Analyst rating as of
NAV / 1-Day Return
29.29  /  1.84 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.230%
Expense Ratio
1.230%
Fee Level
Below Average
Longest Manager Tenure
14.83 years
Category
Financial
Investment Style
Small Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.76%
Turnover
1%
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Morningstar’s Analysis

Will FRBAX outperform in future?

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

Still appealing after veteran manager’s retirement.

Summary

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The retirement of lead manager Lisa Welch in June 2020 was a loss, but a solid process allows JHancock Regional Bank to maintain its Morningstar Analyst Rating of Bronze for its cheaper share classes, while more expensive ones are Neutral.

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