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 198 positions across sectors including Financials, Industrials, Health Care. Inception date: 2002-01-28.

JAERX performance shows a YTD return of 18.29%. The 1-year return is 31.52% and the 5-year return is 6.56%. JAERX dividend yield stands at 9.20%, paid annually.

JAERX top holdings include Pinnacle Financial Partners (2.0%), Columbia Banking System Inc Common Stock (1.7%), EUR Fwd Sale To USD 1/28/2026 (1.4%), Curbline Properties Corp 0.00000000 (1.4%), Viavi Solutions Inc (1.4%). 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.