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.
Will FIDCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of FIDCX’s parent organization’s priorities and whether they’re in line with investors’ interests.