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JHancock Financial Industries A

FIDAX
16.66
+0.21
+1.28%
9/30/2016
5 Years
  • Previous Close

    16.45

  • Net Assets

    271.75M

  • Yield

    0.93%

  • Front load

    5.00

  • Expenses

    1.24%

  • Category

    Financial

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

John Hancock

Fund Style

Open

Fund Manager

Susan Curry

Investment Style

Medium Value

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, 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 (S&P) or Caa by Moody's Investors Service, Inc. (Moody's) and their unrated equivalents.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA NA
Initial Purchase: AIP 1,000

Inception

3/14/1996

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