JHancock Financial Industries A (FIDAX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||13.25%|
|Rank in Category (ytd):||51|
|% Rank in Category (ytd):||53.68%|
|Morningstar Risk Rating:||3|
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