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, Real Estate, 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 9.05%. JEFSX dividend yield stands at 5.49%, paid annually.

JEFSX 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 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.