JHancock Financial Industries C 601 Congress Street Boston MA 02210 Map
Phone: 800-225-5291
| Category: | Financial | | Fund Family: | John Hancock | | Net Assets: | 14.82M | | Year-to-Date Return: | 19.17% | | Yield: | 0.44% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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Lisa A. Welch
Lead Manager since
30-Dec-98 | | | Welch, vice president, joined MFC Global Investment Management (U.S.), LLC since 2005. From 2002 to 2005, he became vice president and portfolio manager, John Hancock Advisers, LLC. From1998 to 2002, he is an analyst of John Hancock Advisers, LLC. Welch began business career in 1986. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equities of U.S. and foreign financial services companies of any size. It may invest up to 5% of assets in junk bonds, and up to 15% of assets in investment-grade short-term securities.It may make limited use of certain derivatives.In abnormal circumstances, the fund may temporarily invest up to 80% of assets in investment-grade short-term securities. |
| Last Dividend
(15-Dec-08):
| 0.04 | | Last Cap Gain
(28-Nov-07):
| 3.83 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 198.80% |
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| Expense | FIDCX | Category Avg | | Total Expense Ratio: | 2.09%
| 1.72% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | 1.00%
| 2.57% | | 3 Yr Expense Projection*: |
$ 691 | $892 | | 5 Yr Expense Projection*: |
$ 1,185 | $1,407 | | 10 Yr Expense Projection*: |
$ 2,544 | $2,648 |
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