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Morningstar

JHancock Financial Industries A FIDAX

Morningstar Analyst Rating
Analyst rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 15.73  /  0.13 %
  • Total Assets 597.0 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.240%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Financial
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.76%
  • Turnover 45%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis FIDAX

Will FIDAX outperform in 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.

Eclectic financial exposure, with an emphasis on regional banks.

Analyst

Summary

| by Eric Schultz

John Hancock Financial Industries’ solid approach to investing across financials merits a Morningstar Analyst Rating of Bronze on its cheapest share classes, while the most expensive share class is rated Neutral.

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