JAERX Mutual Fund

JAERX Mutual Fund (John Hancock Variable Insurance Trust Small Company Value Trust Series 2) is managed by John Hancock. JAERX expense ratio is 1.41%, holding 226 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2002-01-28.

JAERX performance shows a YTD return of 9.26%. The 1-year return is 12.60% and the 5-year return is 6.56%. JAERX dividend yield stands at 9.96%, paid annually.

JAERX top holdings include T. Rowe Price Government Reserve Fund (3.9%), Pinnacle Financial Partners In Common Stock Usd1.0 (2.5%), Columbia Banking System Inc Common Stock (1.8%), Curbline Properties Corp (1.5%), Caretrust Reit Inc Reit Usd.01 (1.2%). Go to all JAERX holdings, JAERX sectors, or JAERX dividends.

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