FIDCX – Fund Analysis – JHancock Financial Industries C | Morningstar

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Will FIDCX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the FIDCX 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 FIDCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Reduced conviction in JHancock Financial Industries’ approach warrants downgrading the strategy’s Process rating to Average from Above Average.

by Eric Schultz

Rated on Oct 19, 2023 Published on Oct 19, 2023

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