FIDAX : John Hancock Financial Industries Fund Class A

FIDAX is a Sector Equity Market Financial Services with HIGH fees.

FIDAX

John Hancock Financial Industries Fund Class A

FI Score

40 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

40% FI Score
  • fidax
  • Mutual Fund
  • Sector Equity
  • Financial Services

John Hancock Financial Industries Fund Class A

Expenses: 1.21% (Better than 0% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below-investment-grade bonds rated as low as CCC by Standard & Poor's Ratings Services or Caa by Moody's Investors Service, Inc. and their unrated equivalents.

Largest Holdings

Amount Holding
3.92% Visa Inc Class A
3.44% JPMorgan Chase & Co
3.11% Prologis Inc
2.87% Bank of America Corp
2.85% Adyen NV
2.71% Kinsale Capital Group Inc
2.57% Aon PLC
2.39% Palomar Holdings Inc
2.36% Blackstone Group Inc
2.35% Arthur J. Gallagher & Co
2.29% Ares Management Corp Class A
2.24% Tradeweb Markets Inc
2.09% Cboe Global Markets Inc
2.04% KKR & Co Inc
1.98% Voya Financial Inc
1.85% The Hanover Insurance Group Inc
1.77% Willis Towers Watson PLC
1.62% Western Alliance Bancorp
1.61% Citigroup Inc
1.44% Rexford Industrial Realty Inc
1.43% SVB Financial Group
1.38% Cincinnati Financial Corp
1.35% CME Group Inc Class A
1.34% Equitable Holdings Inc
1.33% Fiserv Inc

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