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Mutual Fund Insights: JHancock Regional Bank B Fund (FRBFX)

In-depth Analysis of JHancock Regional Bank B Fund (FRBFX)

Mutual fund chart: JHancock Regional Bank B Fund (FRBFX)

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See JHancock Regional Bank B Fund (FRBFX) performance details as of February 28, 2010

  

    Last Trade: $15.31 on 3/19/2010, Change: +0.07 (0.46%)

  

Fund Manager - Susan A. Curry

Fund Manager Tenure: 3.9 years   [Similar Funds: FRBAX  FRBCX ]
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Susan A. Curry is a portfolio manager at Sovereign; Susan A. Curry joined Sovereign in 1998 and worked as a research officer from 2004 to 2006. Susan A. Curry worked as a portfolio officer for the private client group from 2001 to 2004. Susan A. Curry became an assistant vice president and portfolio manager of MFC Global (U.S.) since 2006. Curry began her business career in 1993.  Get more insights on Susan A. Curry

  

What we like about JHancock Regional Bank B Fund (FRBFX) What we like about JHancock Regional Bank B Fund (FRBFX)

Data for JHancock Regional Bank B Fund (FRBFX) as of February 28, 2010

  • JHancock Regional Bank B Fund (FRBFX) management has been with JHancock Regional Bank B Fund for 3.9 years
  • JHancock Regional Bank B Fund (FRBFX) ratio of up-years vs down years is greater than 2
  • JHancock Regional Bank B Fund (FRBFX) has an annual stock turnover rate of 37.00% vs Financial average of 202.29%. It is good that JHancock Regional Bank B management does not trade extensively for its return.
  • JHancock Regional Bank B Fund (FRBFX) is less volatile than its peers as it has a 3-year Standard Deviation of 27.61, lower than category average of 28.76

  

What we are cautious about JHancock Regional Bank B Fund (FRBFX) What we are cautious about JHancock Regional Bank B Fund (FRBFX)

Data for JHancock Regional Bank B Fund (FRBFX) as of February 28, 2010

  • JHancock Regional Bank B Fund is a focused fund with 45.13% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • JHancock Regional Bank B Fund (FRBFX) has a less-than-ideal short-term performance (1-year return 65.05% vs 75.16 % Financial category average)
  • JHancock Regional Bank B Fund (FRBFX) has a less-than-ideal mid-term performance (3-year return -12.27% vs -15.02 % Financial category average)
  • JHancock Regional Bank B Fund (FRBFX) has a less-than-ideal Long-term performance (5-year return -4.17% vs -5.58 % Financial category average)
  • JHancock Regional Bank B Fund (FRBFX) has a Morningstar rating of 3 and below
  • JHancock Regional Bank B Fund (FRBFX) is less safe compared to its Financial peers
  • JHancock Regional Bank B Fund (FRBFX) has a higher management fee of 2.24% than its Financial average of 1.72%
  • JHancock Regional Bank B Fund (FRBFX) carries a 5% load
See JHancock Regional Bank B Fund (FRBFX) performance details as of February 28, 2010

  

  

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JHancock Regional Bank B Fund (FRBFX) Net Asset

Track net asset change of JHancock Regional Bank B fund (FRBFX)

DateNet Asset
02/2010$705.55M
01/2010$33.93M
11/2009$34.54M
More historic net asset information on JHancock Regional Bank B Fund (FRBFX)

  

JHancock Regional Bank B Fund (FRBFX) Portfolio Allocation

Track portfolio allocation change of JHancock Regional Bank B fund (FRBFX)

DateCashStockBondOther
11/20090%92.25%1.4%6.35%
09/20095%89.53%0.29%5.19%
08/20090.01%88.45%6.22%5.32%
Click here to see more historic asset allocation information on JHancock Regional Bank B Fund (FRBFX)

  

Most Recent Top 10 Holdings in JHancock Regional Bank B Fund (FRBFX)

Discover what JHancock Regional Bank B Fund (FRBFX) manager is buying

30-Nov-09
BK OF AMERICA CP [6.05%]
JP MORGAN CHASE CO [5.86%]
US BANCORP [5.31%]
P N C FIN SVCS GR [5.27%]
WELLS FARGO & CO NEW [4.28%]
CULLEN FROST BNKRS [4.22%]
M&T BANK CORP [3.81%]
SVB Financial Group [3.73%]
STATE STREET CP [3.54%]
Commerce Bancshares, Inc. [3.42%]

30-Sep-09
BK OF AMERICA CP [6.19%]
JP MORGAN CHASE CO [5.79%]
US BANCORP [4.61%]
CULLEN FROST BNKRS [4.35%]
P N C FIN SVCS GR [4.31%]
WELLS FARGO & CO NEW [4.13%]
SVB Financial Group [4.09%]
M&T BANK CORP [3.93%]
BANK OF NY MELLON CP [3.55%]
STATE STREET CP [3.31%]

31-Aug-09
BK OF AMERICA CP [6.36%]
FHLBA [5.95%]
JP MORGAN CHASE CO [5.68%]
US BANCORP [4.72%]
CULLEN FROST BNKRS [4.1%]
WELLS FARGO & CO NEW [3.99%]
M&T BANK CORP [3.85%]
P N C FIN SVCS GR [3.73%]
SVB Financial Group [3.71%]
BANK OF NY MELLON CP [3.58%]
Click here for Stock Holding Change Map in JHancock Regional Bank B Fund (FRBFX)

  

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