JFDRX Mutual Fund

JFDRX Mutual Fund (John Hancock Financial Industries Fund Class R6) is managed by John Hancock Investment Management with $408.4M in net assets. JFDRX expense ratio is 0.88%, holding 42 positions across sectors including Financials, Real Estate, Information Technology. Inception date: 2017-08-30.

JFDRX performance shows a YTD return of 6.35%. The 1-year return is 15.16% and the 5-year return is 9.08%. JFDRX dividend yield stands at 45.24%, paid annually.

JFDRX 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 JFDRX holdings, JFDRX sectors, or JFDRX dividends.

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