FRBAX – JHancock Regional Bank A Investment Strategy | Morningstar

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Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	John Hancock Regional Bank Fund Class I	Institutional	Open			Sep 9, 2016	$233.74M	0.950%	Above Average	$250,000	$1.64M
FRBAX	John Hancock Regional Bank Fund Class A	Front Load	Open			Jan 3, 1992	$638.03M	1.250%	Average	$1,000	−$58.25M
FRBCX	John Hancock Regional Bank Fund Class C	Level Load	Open			Mar 1, 1999	$24.64M	1.950%	Average	$1,000	−$12.68M
JRGRX	John Hancock Regional Bank Fund Class R6	Retirement, Large	Open			Aug 30, 2017	$9.29M	0.840%	Average	$1M	$936,422.91

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