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    JHancock Financial Industries A (FIDAX)

    17.48 Down 0.01(0.06%) Dec 19
    Prev Close:17.49
    YTD Return*:5.11%
    Net Assets*:1.12B
    Yield*:0.29%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for FIDAX

    Top Holdings

    Symbol% AssetsYTD Return %
    USB3.7810.87
    BX3.5510.92
    BAC3.5010.60
    C3.434.39
    JPM3.367.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.12B
    Category:Financial
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:5.11%
    5y Avg Return:13.26%
    Rank in Category (ytd):49
    % Rank in Category (ytd):50%
    Beta (3y):0.91
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include 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 at the time of purchase as low as CCC by Standard & Poor's Ratings Services (S&P) or Caa by Moody's Investors Service, Inc. (Moody's) and their unrated equivalents. View More
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