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FRBCX JHancock Regional Bank C

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Fund FRBCX JHancock Regional Bank C KBWP PowerShares KBW Prpty & Casualty Ins ETF  
100% 89%
Annual Fees
(1.97% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$29,567.86 $48,346.93
Est. savings over 30 yrs +$18,779.07
As of 9/30/16
1 YR RETURN 12.15%
3 YR 10.70%
5 YR 19.43%
10 YR 3.25%
1 YR RETURN 12.86%
3 YR 13.70%
5 YR 20.36%
10 YR --
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 and lending companies. Such regional banks and lending companies 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, such as lending companies and money center banks. The fund may invest up to 5% of net assets in stocks of companies outside the financial services sector.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Property & Casualty Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of property and casualty insurance companies that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Yes, funds and ETFs charge fees

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