About JYEBX
John Hancock Real Estate Securities Fund Class A is a mutual fund focused on providing both long-term capital appreciation and current income by primarily investing in securities of companies operating in the real estate sector. The fund allocates at least 80% of its net assets to real estate investment trusts (REITs) and similar equities, which are concentrated across various segments including healthcare, industrial, residential, retail, and specialized property markets. Notable holdings often feature industry leaders such as Welltower Inc., Equinix Inc., and Prologis Inc., reflecting its emphasis on high-quality, liquid assets within the real estate domain.
As a non-diversified fund, it may invest a significant portion of assets in a smaller group of issuers, resulting in a concentrated exposure to selected real estate companies. Managed by a team at Wellington Management Company LLP, the fund is designed to capture the performance trends of real estate markets, with a focus on total return potential driven by both appreciation and income distributions. The fund is suitable for investors seeking access to the real estate sector through a professionally managed portfolio, with a moderate yield and an expense structure typical of front-load mutual funds.
Fund Family John Hancock
Category Real Estate
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JYEBX
Share Class Class A
Index Dow Jones US Select REIT TR
JYEBX had a total return of 10.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.48%.
