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.
Will FIDAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIDAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FIDAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FIDAX’s parent organization’s priorities and whether they’re in line with investors’ interests.