FIDAX – JHancock Financial Industries A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below-investment-grade bonds rated as low as CCC by S&P Global Ratings or Caa by Moody's Investors Service, Inc. and their unrated equivalents.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JFIFX	John Hancock Financial Industries Fund Class I	Institutional	Open			Sep 9, 2016	$31.46M	0.990%	Above Average	$250,000	−$4.35M
FIDAX	John Hancock Financial Industries Fund Class A	Front Load	Open			Mar 14, 1996	$221.80M	1.290%	Average	$1,000	−$29.45M
FIDCX	John Hancock Financial Industries Fund Class C	Level Load	Open			Mar 1, 1999	$2.18M	1.990%	Average	$1,000	−$2.39M
JFDRX	John Hancock Financial Industries Fund Class R6	Retirement, Large	Open			Aug 30, 2017	$4.88M	0.880%	Average	$1M	−$600,381.29

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