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John Hancock Financial Opportunities Fund  as of 04/27/2017

NYSE / BTO Asset Class:  Sector Equity Funds 1 YR Lipper Avg:  12.60%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return 7.62% 22.10% 46.75% -0.82%
Lipper Pct. Rank 50 8 6 95
NAV Return 6.07% 19.18% 42.24% 1.17%
Lipper Pct. Rank 58 10 7 88
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-7.098% -2.583% 1.060%

NAV $35.02 Market Price $35.60
Net Change -$0.34 Market Change $0.00
Premium/Discount 1.66%
1 YR NAV Return 42.238%
1 YR NAV Rank 7
12-Mo Yield as of 3/31/2017 Yield Def
Income Only Yield 1.88%
Distribution Yield (Market) 4.35%
Most Recent Income Dividend $0.370
Ex-Div Date 3/9/2017
Most Recent Cap Gain Dividend $0.213
Ex-Div Date 9/9/2010
Dividend Frequency Quarterly
YTD Dividends $0.370
YTD Capital Gains --
Inception Date 8/16/1994
Fund Advisor John Hancock Advisers LLC
Manager & Tenure Welch since 1998
Curry since 2004
Lentell since 2015
Phone 800-852-0218
Website www.jhfunds.com
Total Net Assets (mil) as of 3/31/2017 $749.9
% Leveraged Assets as of 12/31/2016 18.19%
Portfolio Turnover 11.00%
Mgmt Fees 1.487%
Expense Ratio 1.820%
Fund Objective
The Fund seeks to invest in on undervalued regional banks and thrifts with healthy earnings prospects and the potential to benefit from industry consolidation. While the Fund is geographically diverse, we've targeted banks in states such as Virginia and Missouri that will benefit most from the new banking legislation.
Top Holdings (as of 12/31/2016)
M&T Bank Corp ORD 2.83%
JPMorgan Chase & Co ORD 2.70%
PNC Financial Services Group Inc ORD 2.62%
Citizens Financial Group Inc ORD 2.61%
BB&T Corp ORD 2.50%
US Bancorp ORD 2.45%
Cullen/Frost Bankers Inc ORD 2.43%
SunTrust Banks Inc ORD 2.35%
Wells Fargo & Co ORD 2.28%
Berkshire Hills Bancorp Inc ORD 1.92%
Top Sectors (as of 12/31/2016)
Financials 105.06%
Non Classified Equity 1.10%
Industrials 0.30%


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