SREA - John Hancock Infrastructure Fund Q4 2024 Commentary
2025-02-28 11:35:00 ET
Summary
- The John Hancock Infrastructure Fund trailed its broad-based benchmark, the MSCI All Country World Index.
- Global infrastructure stocks lost ground in the fourth quarter, but the category finished the full year with a positive total return.
- Holdings in utilities stocks, which generally underperform when bond yields are rising, were among the largest detractors.
Average annual total returns 1 %
Qtd |
Ytd |
1 yr |
3 yr |
5 yr |
10 yr |
Life of fund |
Life of fund date |
Class I without sales charge |
-5.16 |
13.23 |
13.23 |
2.78 |
4.88 |
6.24 |
6.54 |
12/20/13 |
Class A without sales charge |
-5.24 |
12.91 |
12.91 |
2.47 |
4.56 |
5.92 |
6.23 |
12/20/13 |
Class A with sales charge (Maximum initial sales charge 5.00%) |
-10.00 |
7.25 |
7.25 |
0.73 |
3.50 |
5.38 |
5.73 |
12/20/13 |
MSCI ACWI |
-0.99 |
17.49 |
17.49 |
5.44 |
10.06 |
9.23 |
8.98 |
— |
Infrastructure category |
-5.82 |
6.56 |
6.56 |
0.48 |
3.34 |
4.59 |
— |
— |
Expense ratios 2 |
Gross |
Net (what you pay) |
Contractual through |
Class I |
0.97% |
0.96% |
7/31/2025 |
Class A |
1.27% |
1.26% |
7/31/2025 |