Skip to Content
Morningstar

JHancock Regional Bank C FRBCX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 21.59  /  +0.37 %
  • Total Assets 700.1 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Financial
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.73%
  • Turnover 7%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FRBCX

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

  • People Pillar

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

Solid in its niche.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Despite recent industry headwinds, JHancock Regional Bank’s advantages remain intact. The strategy earns an Above Average Process rating and Average People rating.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FRBCX

More FRBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

M&T Bank Corp

3.06 22.6 Mil
Financial Services

JPMorgan Chase & Co

3.05 22.6 Mil
Financial Services

Huntington Bancshares Inc

2.99 22.1 Mil
Financial Services

Pinnacle Financial Partners Inc

2.70 20.0 Mil
Financial Services

U.S. Bancorp

2.66 19.7 Mil
Financial Services

Fifth Third Bancorp

2.63 19.5 Mil
Financial Services

Regions Financial Corp

2.60 19.3 Mil
Financial Services

Citizens Financial Group Inc

2.58 19.1 Mil
Financial Services

Bank of America Corp

2.55 18.9 Mil
Financial Services

KeyCorp

2.38 17.7 Mil
Financial Services