FIDAX (J Hancock Finl Indus;A)
Net Asset Value: 10.35 1-Day Return: 0.01 (0.10%) YTD Return as of 2/9/12:Up 14.62%

Classification: Financial Services   Objective: Financial Services   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
Fund Chart
Find a Broker »

Total Returns (As of 2/09/2012)

More
 YTD1Yr3Yr5Yr10Yr
Fund 14.62 -7.65 16.16 -7.59 0.70
Classification 11.87 -6.74 12.74 -9.06 0.30
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)2248204047

Fund Stats

More
Investment Objective:Financial Services
Net Assets ($Mil)211.60
Inception Date:3/14/96
Manager Name, TenureWelch/Curry, 1998 / 2008
Expense Ratio: 1.40%
Sales Charge:
Load Type:
  
Front-End Load
5.00%
0.00%

Top 10 Holdings (As of 10/31/11)

More
Company NameSymbol% Net Assets
Us Bancorp Ord USB 4.86
Jpmorgan Chase & Co Ord JPM 4.68
Pnc Financial Services Group Inc Ord PNC 4.58
Wells Fargo & Co Ord WFC 4.54
East West Bancorp Inc Ord EWBC 3.93
Simon Property Group Inc SPG 3.57
Zions Bancorporation Ord ZION 3.35
American Express Co Ord AXP 3.23
Ameriprise Financial Inc Ord AMP 3.11
Goldman Sachs Group Inc Ord GS 3.11
% of Total Holdings 38.96

View Overview for:

tools

Stock Screener

Portfolio Tracker

See More Tools
From the Magazine
Read More Read More Read More Read More

Also