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 50 positions across sectors including Financials, Information Technology, Real Estate. Inception date: 2001-04-30.

JEFSX performance shows a YTD return of -14.32%. The 1-year return is 13.17% and the 5-year return is 6.40%. JEFSX dividend yield stands at 22.28%, paid annually.

JEFSX 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 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.