JHERX Mutual Fund

JHERX Mutual Fund (John Hancock Funds II Equity Income Fund Class C) is managed by John Hancock Investment Management with $1.66B in net assets. JHERX expense ratio is 1.85%, holding 121 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-03-27.

JHERX performance shows a YTD return of 17.16%. The 1-year return is 26.74% and the 5-year return is 9.82%. JHERX dividend yield stands at 46.18%, paid quarterly.

JHERX top holdings include Samsung Electronics Co Ltd (3.2%), Qualcomm Inc. (2.4%), Alphabet Inc Common Stock USD 0.001 (2.1%), Metlife Inc. (2.1%), Southern Co. (1.9%). Go to all JHERX holdings, JHERX sectors, or JHERX dividends.

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