Morningstar

John Hancock Financial Industries Fund Class A FIDAX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $13.77  /  −0.72 %
  • Fund Size $260.2M
  • Adjusted Expense Ratio 1.290%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Financial
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.89%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

Morningstar’s Analysis FIDAX

Will FIDAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIDAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FIDAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FIDAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite strong recent performance, this strategy lacks an enduring edge.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

JHancock Financial Industries doesn’t play to its managers’ strengths; it earns Average People and Average Process ratings.

by Eric Schultz
Rated on Published on

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Portfolio Holdings FIDAX

More FIDAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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