FIDAX Mutual Fund

FIDAX Mutual Fund (John Hancock Financial Industries Fund Cl A) is managed by John Hancock Investment Management with $222.4M in net assets. FIDAX expense ratio is 1.29%, holding 50 positions across sectors including Financials, Information Technology, Real Estate. Inception date: 1996-03-14.

FIDAX performance shows a YTD return of 2.98%. The 1-year return is 12.84% and the 5-year return is 6.05%. FIDAX dividend yield stands at 1.27%, paid annually.

FIDAX top holdings include Citizens Financial Group Inc. (3.9%), Morgan Stanley (3.9%), Fifth Third Bancorp (3.8%), Visa Inc Class A (3.8%), Travelers Cos Inc/The (3.7%). 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.