JAERX Mutual Fund
JAERX Mutual Fund
John Hancock Variable Insurance Trust Small Company Value Trust Series 2
JAERX Mutual Fund Overview
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 198 positions across sectors including Financials, Industrials, Energy. Inception date: 2002-01-28.
JAERX performance shows a YTD return of 21.49%. The 1-year return is 34.46%. JAERX dividend yield stands at 8.96%, paid annually.
JAERX top holdings include Pinnacle Financial Partners Inc (2.0%), Columbia Banking System Inc Common Stock (1.7%), Bb Csx Corp 4.75 30-May-2042 (Seni Rbcmk 3.4 - (1.4%), Curbline Properties Corp 0.00000000 (1.4%), Viavi Solutions Inc . (1.4%). View all JAERX holdings, sector breakdown, or dividend history.
JAERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAERX alternatives are available via the screener, along with tax-loss harvesting opportunities.