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, Real Estate, Information Technology. Inception date: 1996-03-14.

FIDAX performance shows a YTD return of 6.11%. The 1-year return is 14.78% and the 5-year return is 8.69%. FIDAX dividend yield stands at 45.02%, paid annually.

FIDAX top holdings include Morgan Stanley (4.9%), Citizens Financial Group Inc. (4.7%), Citigroup Inc. (4.4%), Fifth Third Bancorp (4.3%), Columbia Banking System Inc Common Stock (3.9%). 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.