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Morningstar

JHancock Financial Industries C FIDCX

Morningstar Analyst Rating
Analyst rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 13.55  /  1.12 %
  • Total Assets 603.4 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%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis FIDCX

Will FIDCX outperform in future?

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

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.

Eclectic financial exposure, with an emphasis on regional banks.

Analyst

Summary

| by Eric Schultz

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.

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