JEFSX Mutual Fund

JEFSX Mutual Fund (John Hancock Variable Insurance Trust Financial Industries Trust Series I) is managed by John Hancock. JEFSX expense ratio is 0.93%, holding 43 positions across sectors including Financials, Information Technology. Inception date: 2001-04-30.

JEFSX performance shows a YTD return of 6.37%. The 1-year return is 14.99% and the 5-year return is 9.04%. JEFSX dividend yield stands at 5.52%, paid annually.

JEFSX top holdings include Citizens Financial Group Inc. (4.9%), Citigroup Inc. (4.4%), Morgan Stanley (4.2%), Fifth Third Bancorp (3.9%), Schwab Strategic T (3.8%). Go to all JEFSX holdings, JEFSX sectors, or JEFSX dividends.

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