Skip to Content

JHancock Financial Industries C FIDCX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.75  /  0.59 %
  • Total Assets 429.9 Mil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.940%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Financial
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.03%
  • Turnover 45%

Morningstar’s Analysis FIDCX

Will FIDCX outperform in future?

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

Eclectic financial exposure, with an emphasis on regional banks.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FIDCX

  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 2
  • Other Holdings 6
  • % Assets in Top 10 Holdings 28.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.44
15,990,301
Financial Services
3.24
15,033,527
Financial Services
3.22
14,931,144
Financial Services
3.10
14,385,090
Financial Services
3.03
14,066,809
Financial Services
2.86
13,297,717
Financial Services
2.54
11,799,682
Financial Services
2.52
11,718,920
Financial Services
2.52
11,709,867
Financial Services
2.45
11,391,647
Financial Services