NasdaqGM - Delayed Quote USD

John Hancock Financial Industri (0P00019J1U)

16.48 +0.14 (+0.86%)
At close: April 5 at 4:00 PM EDT
Loading Chart for 0P00019J1U
DELL
  • Previous Close 16.34
  • YTD Return 9.88%
  • Expense Ratio 1.97%
  • Category Financial
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 484.52M
  • Beta (5Y Monthly) 0.87
  • Yield 1.96%
  • 5y Average Return --
  • Holdings Turnover 72.00%
  • Last Dividend 0.33
  • Inception Date Mar 1, 1999

The fund normally invests at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below-investment-grade bonds rated as low as CCC by S&P Global Ratings or Caa by Moody's Investors Service, Inc. and their unrated equivalents.

John Hancock

Fund Family

Financial

Fund Category

484.52M

Net Assets

1999-03-01

Inception Date

Performance Overview: 0P00019J1U

View More

Trailing returns as of 4/4/2024. Category is Financial.

YTD Return

0P00019J1U
9.88%
Category
23.64%
 

1-Year Return

0P00019J1U
26.64%
Category
61.45%
 

3-Year Return

0P00019J1U
4.35%
Category
10.74%
 

5-Year Return

0P00019J1U
9.51%
Category
14.55%
 

Holdings: 0P00019J1U

View More

Top 10 Holdings (29.46% of Total Assets)

SymbolCompany% Assets
V
Visa Inc. 3.83%
C
Citigroup Inc. 3.73%
KKR
KKR & Co. Inc. 3.27%
MTB
M&T Bank Corporation 3.03%
AMP
Ameriprise Financial, Inc. 2.97%
EWBC
East West Bancorp, Inc. 2.87%
FITB
Fifth Third Bancorp 2.54%
WAL
Western Alliance Bancorporation 2.47%
8316.T
Sumitomo Mitsui Financial Group, Inc. 2.39%
JPM
JPMorgan Chase & Co. 2.37%

Sector Weightings

Sector0P00019J1U
Real Estate   2.88%
Technology   2.81%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: 0P00019J1U

View More

Research Reports: 0P00019J1U

View More

Top Mutual Funds