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JHancock Financial Industries A FIDAX

Analyst rating as of
NAV / 1-Day Return
18.86  /  1.10 %
Total Assets
740.5 Mil
Adj. Expense Ratio
1.270%
Expense Ratio
1.270%
Fee Level
Average
Longest Manager Tenure
13.15 years
Category
Financial
Investment Style
Mid Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.85%
Turnover
64%
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Morningstar’s Analysis

Will FIDAX outperform in future?

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

A fair option for diversified financial exposure.

Summary

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The retirement of veteran lead manager Lisa Welch in 2020 was a loss, but John Hancock Financial Industries’ solid process merits a Morningstar Analyst Rating of Bronze on its cheapest shares, while the most expensive share class is rated Neutral.

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