JFIFX : John Hancock Financial Industries Fund Class I

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

JFIFX

John Hancock Financial Industries Fund Class I

FI Score

43 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

43% FI Score
  • jfifx
  • Mutual Fund
  • Sector Equity
  • Financial Services

John Hancock Financial Industries Fund Class I

Expenses: 0.96% (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
4.01% Visa Inc Class A
3.23% JPMorgan Chase & Co
3.05% Prologis Inc
2.97% Adyen NV
2.87% Bank of America Corp
2.49% Kinsale Capital Group Inc
2.45% Tradeweb Markets Inc
2.39% Blackstone Group Inc
2.29% Aon PLC
2.19% Ares Management Corp Class A
2.18% Arthur J. Gallagher & Co
2.14% Palomar Holdings Inc
2.06% Cboe Global Markets Inc
1.94% KKR & Co Inc Ordinary Shares
1.88% Citigroup Inc
1.82% Voya Financial Inc
1.81% The Hanover Insurance Group Inc
1.68% SVB Financial Group
1.52% 3i Group PLC
1.37% Danske Bank A/S
1.36% Equitable Holdings Inc
1.32% Onex Corporation Common Stock
1.30% Citizens Financial Group Inc
1.28% Fiserv Inc
1.28% Western Alliance Bancorp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo