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JHancock Financial Industries C FIDCX

Analyst rating as of
NAV / 1-Day Return
18.37  /  2.06 %
Total Assets
713.4 Mil
Adj. Expense Ratio
1.970%
Expense Ratio
1.970%
Fee Level
Below Average
Longest Manager Tenure
12.25 years
Category
Financial
Investment Style
Mid Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.60%
Turnover
40%
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Morningstar’s Analysis

Will FIDCX outperform in future?

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

Still appealing after veteran manager’s retirement.

Summary

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The retirement of veteran manager Lisa Welch in June 2020 was a loss, but a solid process allows JHancock Financial Industries to maintain its Morningstar Analyst Rating of Bronze for its cheaper share classes, while more expensive ones are Neutral.

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