Skip to Content

JHancock Financial Industries A FIDAX

Analyst rating as of
NAV / 1-Day Return
23.94  /  0.42 %
Total Assets
792.9 Mil
Adj. Expense Ratio
1.270%
Expense Ratio
1.270%
Fee Level
Average
Longest Manager Tenure
12.87 years
Category
Financial
Investment Style
Mid Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.99%
Turnover
40%
Premium

Morningstar’s Analysis

Will FIDAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Still appealing after veteran manager’s retirement.

Summary

| |

The retirement of veteran manager Lisa Welch in June 2020 was a loss, but a solid process allows JHancock Financial Industries to maintain its Morningstar Analyst Rating of Bronze for its cheaper share classes, while more expensive ones are Neutral.

Unlock our full analysis with Morningstar Premium