FIDAX Mutual Fund

FIDAX Mutual Fund (John Hancock Financial Industries Fund Cl A) is managed by John Hancock Investment Management with $408.4M in net assets. FIDAX expense ratio is 1.29%, holding 42 positions across sectors including Financials, Information Technology, Real Estate. Inception date: 1996-03-14.

FIDAX performance shows a YTD return of 0.58%. The 1-year return is 6.48% and the 5-year return is 8.11%. FIDAX dividend yield stands at 1.30%.

FIDAX top holdings include Citizens Financial Group Inc. (4.3%), Fifth Third Bancorp (4.1%), Morgan Stanley (4.0%), The Travelers Cos, Inc. (3.8%), Nn Group Nv (3.6%). Go to all FIDAX holdings, FIDAX sectors, or FIDAX dividends.

FIDAX can be compared against other funds. Use FIDAX overlap to find shared positions, or FIDAX vs another fund for a side-by-side view. FIDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.